|
1
|
|
$8.17M
|
+$3.5M
|
+100,961
|
+72%
|
|
|
2
|
Virtus Wealth Solutions
Cranford,
New Jersey
|
$7M
|
+$7.16M
|
+206,526
|
New
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.61M
|
-$584K
|
-16,833
|
-8%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$5.01M
|
+$5.13M
|
+147,892
|
New
|
|
|
5
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.53M
|
-$9.16K
|
-264
|
-0.4%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
+$339K
|
+9,767
|
+30%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.35M
|
+$117K
|
+3,371
|
+9%
|
|
|
8
|
Private Advisory Group
Redmond,
Washington
|
$1.26M
|
-$285K
|
-8,211
|
-18%
|
|
|
9
|
Prospera Financial Services
Dallas,
Texas
|
$712K
|
+$57.8K
|
+1,666
|
+9%
|
|
|
10
|
Comerica Bank
Dallas,
Texas
|
$417K
|
–
|
–
|
–
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$405K
|
+$12.9K
|
+372
|
+3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$402K
|
-$72.2K
|
-2,081
|
-15%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$363K
|
+$68K
|
+1,960
|
+22%
|
|
|
14
|
MTM Investment Management
Spartanburg,
South Carolina
|
$362K
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$349K
|
+$358K
|
+10,314
|
New
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$324K
|
–
|
–
|
–
|
|
|
17
|
Concurrent Investment Advisors
Tampa,
Florida
|
$276K
|
+$12.1K
|
+349
|
+4%
|
|
|
18
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$265K
|
-$4.86K
|
-140
|
-2%
|
|
|
19
|
Weaver Consulting Group
Huntington Beach,
California
|
$258K
|
–
|
–
|
–
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$233K
|
+$238K
|
+6,870
|
New
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$223K
|
+$228K
|
+6,578
|
New
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$208K
|
-$3.09K
|
-89
|
-1%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$117K
|
+$1.6K
|
+46
|
+1%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$34.7K
|
+$35.6K
|
+1,025
|
New
|
|
|
25
|
Spire Wealth Management
Mclean,
Virginia
|
$9.32K
|
–
|
–
|
–
|
|
