|
1
|
Bank of America
Charlotte,
North Carolina
|
$523K
|
+$417K
|
+9,133
|
+162%
|
|
|
2
|
Brighton Jones LLC
Seattle,
Washington
|
$493K
|
+$635K
|
+13,904
|
New
|
|
|
3
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$462K
|
+$413K
|
+9,035
|
+226%
|
|
|
4
|
Mission Wealth Management
Santa Barbara,
California
|
$422K
|
+$544K
|
+11,910
|
New
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$353K
|
+$93.4K
|
+2,045
|
+26%
|
|
|
6
|
Equitable Holdings
New York
|
$255K
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$252K
|
+$324K
|
+7,099
|
New
|
|
|
8
|
AJ Wealth Strategies
New York
|
$206K
|
+$265K
|
+5,807
|
New
|
|
|
9
|
Next Financial Group
Houston,
Texas
|
$71K
|
+$91.3K
|
+2,000
|
New
|
|
|
10
|
Procyon Advisors
Shelton,
Connecticut
|
$61K
|
+$32.9K
|
+721
|
+71%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$53K
|
–
|
–
|
–
|
|
|
12
|
|
$22K
|
+$13.5K
|
+295
|
+89%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
+$18.6K
|
+407
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.63M
|
-70,826
|
Closed
|
|
|
15
|
XML Financial
Bethesda,
Maryland
|
–
|
-$2.23M
|
-43,562
|
Closed
|
|
|
16
|
Buffington Mohr McNeal
Boise,
Idaho
|
–
|
-$712K
|
-13,895
|
Closed
|
|
|
17
|
|
–
|
-$552K
|
-10,764
|
Closed
|
|
|
18
|
Intrust Bank
Wichita,
Kansas
|
–
|
-$218K
|
-4,262
|
Closed
|
|
