|
1
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$69.4M
|
+$353K
|
+7,089
|
+0.5%
|
|
|
2
|
Clearstead Advisors
Cleveland,
Ohio
|
$37.5M
|
-$1.84M
|
-36,950
|
-5%
|
|
|
3
|
Illumine Investment Management
Poulsbo,
Washington
|
$3.75M
|
-$9.3K
|
-187
|
-0.3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$2.21M
|
+$2.15M
|
+43,303
|
+7,453%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$1.05M
|
-$604K
|
-12,150
|
-37%
|
|
|
6
|
Bessemer Group
Woodbridge,
New Jersey
|
$760K
|
+$749K
|
+15,065
|
New
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$759K
|
–
|
–
|
–
|
|
|
8
|
|
$680K
|
-$2.22M
|
-44,544
|
-77%
|
|
|
9
|
Brookwood Investment Group
Phoenix,
Arizona
|
$651K
|
+$373K
|
+7,501
|
+139%
|
|
|
10
|
|
$512K
|
+$3.28K
|
+66
|
+0.7%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$267K
|
+$263K
|
+5,287
|
New
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$262K
|
–
|
–
|
–
|
|
|
13
|
World Equity Group
Schaumburg,
Illinois
|
$217K
|
+$214K
|
+4,292
|
New
|
|
|
14
|
Tectonic Advisors
Frisco,
Texas
|
$202K
|
+$199K
|
+4,000
|
New
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$200K
|
+$198K
|
+3,970
|
New
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$61K
|
+$60.2K
|
+1,210
|
New
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$56K
|
+$55.3K
|
+1,112
|
New
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$34.7K
|
–
|
–
|
–
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$4.68K
|
+$4.63K
|
+93
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$303
|
+$249
|
+5
|
+500%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$319K
|
-6,400
|
Closed
|
|
