|
1
|
Denver PWM
Denver,
Colorado
|
$2.28M
|
+$2.2M
|
+89,124
|
New
|
|
|
2
|
Personal CFO Solutions
Chester,
New Jersey
|
$766K
|
+$10.7K
|
+434
|
+1%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$468K
|
-$679K
|
-27,451
|
-60%
|
|
|
4
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$400K
|
–
|
–
|
–
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$331K
|
+$53.6K
|
+2,167
|
+20%
|
|
|
6
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$308K
|
+$298K
|
+12,050
|
New
|
|
|
7
|
Alera Investment Advisors
Deerfield,
Illinois
|
$255K
|
-$23K
|
-930
|
-8%
|
|
|
8
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$235K
|
+$148
|
+6
|
+0.1%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$220K
|
-$32.7K
|
-1,323
|
-13%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$216K
|
+$208K
|
+8,430
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$214K
|
-$1.74M
|
-70,179
|
-89%
|
|
|
12
|
Weaver Consulting Group
Huntington Beach,
California
|
$190K
|
–
|
–
|
–
|
|
|
13
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$102K
|
–
|
–
|
–
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$98K
|
+$94.7K
|
+3,830
|
New
|
|
|
15
|
Cetera Advisor Networks
El Segundo,
California
|
$93K
|
-$2.07M
|
-83,722
|
-96%
|
|
|
16
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$41K
|
+$2.47K
|
+100
|
+7%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$24K
|
+$470
|
+19
|
+2%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
19
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$4.45M
|
-180,937
|
Closed
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$373K
|
-16,320
|
Closed
|
|
|
21
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$28K
|
-1,232
|
Closed
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
–
|
-$29.2K
|
-1,179
|
Closed
|
|
|
23
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$8K
|
-344
|
Closed
|
|
|
24
|
Next Financial Group
Houston,
Texas
|
–
|
-$2K
|
-82
|
Closed
|
|
