|
1
|
Palladium Partners
Norfolk,
Virginia
|
$15.8M
|
+$11.4M
|
+440,810
|
+255%
|
|
|
2
|
Darwin Wealth Management
Tampa,
Florida
|
$7.35M
|
+$7.38M
|
+285,634
|
New
|
|
|
3
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.98M
|
+$5M
|
+193,497
|
New
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$4.67M
|
+$4.68M
|
+181,238
|
New
|
|
|
5
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.98M
|
+$2.99M
|
+115,602
|
New
|
|
|
6
|
Prospera Financial Services
Dallas,
Texas
|
$2.42M
|
+$2.43M
|
+94,208
|
New
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$2.15M
|
-$1.14M
|
-43,928
|
-34%
|
|
|
8
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.85M
|
+$1.85M
|
+71,599
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
+$1.09M
|
+42,296
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$979K
|
+$983K
|
+38,039
|
New
|
|
|
11
|
Secure Asset Management
Troy,
Michigan
|
$685K
|
+$688K
|
+26,603
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$653K
|
+$655K
|
+25,355
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$592K
|
+$595K
|
+23,019
|
New
|
|
|
14
|
|
$515K
|
+$517K
|
+20,000
|
New
|
|
|
15
|
Wedbush Securities
Los Angeles,
California
|
$503K
|
+$505K
|
+19,545
|
New
|
|
|
16
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$440K
|
+$442K
|
+17,100
|
New
|
|
|
17
|
|
$381K
|
-$169K
|
-6,529
|
-31%
|
|
|
18
|
Chiron Capital Management
Tallahassee,
Florida
|
$374K
|
+$375K
|
+14,520
|
New
|
|
|
19
|
L.J. Altfest & Co
New York
|
$324K
|
+$325K
|
+12,576
|
New
|
|
|
20
|
American Portfolios Advisors
Holbrook,
New York
|
$213K
|
+$214K
|
+8,288
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$76K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$71K
|
+$71.5K
|
+2,766
|
New
|
|
|
23
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$10K
|
+$10.1K
|
+390
|
New
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$5.16M
|
-200,000
|
Closed
|
|
|
25
|
|
–
|
-$4.3M
|
-166,886
|
Closed
|
|
