|
1
|
SFMG Wealth Advisors
Plano,
Texas
|
$2.64M
|
+$5.84K
|
+163
|
+0.2%
|
|
|
2
|
Diversified
Wilmington,
Delaware
|
$1.85M
|
+$1.85M
|
+51,528
|
New
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.67M
|
-$135K
|
-3,764
|
-7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.6M
|
+$36.9K
|
+1,030
|
+2%
|
|
|
5
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.39M
|
+$556K
|
+15,506
|
+67%
|
|
|
6
|
World Investment Advisors
Santa Barbara,
California
|
$1.24M
|
-$860
|
-24
|
-0.1%
|
|
|
7
|
Fermata Advisors
Sonoma,
California
|
$1.24M
|
+$1.23M
|
+34,410
|
New
|
|
|
8
|
Private Advisor Group
Morristown,
New Jersey
|
$982K
|
-$7.88K
|
-220
|
-0.8%
|
|
|
9
|
Prospera Financial Services
Dallas,
Texas
|
$549K
|
+$547K
|
+15,270
|
New
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$375K
|
+$159K
|
+4,445
|
+74%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$346K
|
+$345K
|
+9,638
|
New
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$305K
|
-$96.7K
|
-2,699
|
-24%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$36K
|
-$67.9K
|
-1,894
|
-66%
|
|
|
14
|
|
$2K
|
–
|
–
|
–
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$445K
|
-12,157
|
Closed
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$382K
|
-10,423
|
Closed
|
|
