|
1
|
Denver PWM
Denver,
Colorado
|
$2.5M
|
+$84.8K
|
+3,144
|
+4%
|
|
|
2
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$2.45M
|
+$2.44M
|
+90,439
|
New
|
|
|
3
|
Personal CFO Solutions
Chester,
New Jersey
|
$1M
|
-$6.8K
|
-252
|
-0.8%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$569K
|
+$73.5K
|
+2,724
|
+15%
|
|
|
5
|
Avantax Advisory Services
Dallas,
Texas
|
$499K
|
+$498K
|
+18,459
|
New
|
|
|
6
|
Sunbelt Securities
Houston,
Texas
|
$444K
|
+$451K
|
+16,713
|
New
|
|
|
7
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$406K
|
–
|
–
|
–
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$371K
|
+$20K
|
+740
|
+6%
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$326K
|
–
|
–
|
–
|
|
|
10
|
Alera Investment Advisors
Deerfield,
Illinois
|
$291K
|
+$18.9K
|
+702
|
+7%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$274K
|
+$45.9K
|
+1,700
|
+20%
|
|
|
12
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$261K
|
+$11.9K
|
+441
|
+5%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$247K
|
+$14.4K
|
+532
|
+6%
|
|
|
14
|
Soltis Investment Advisors
St. George,
Utah
|
$211K
|
+$211K
|
+7,804
|
New
|
|
|
15
|
Weaver Consulting Group
Huntington Beach,
California
|
$198K
|
-$2.7K
|
-100
|
-1%
|
|
|
16
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$108K
|
–
|
–
|
–
|
|
|
17
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$80K
|
-$22.9K
|
-850
|
-22%
|
|
|
18
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$43K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4K
|
-$22K
|
-816
|
-86%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
21
|
Next Financial Group
Houston,
Texas
|
$2K
|
+$2.21K
|
+82
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$214K
|
-8,378
|
Closed
|
|
|
23
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$93K
|
-3,643
|
Closed
|
|
