|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$5M
|
+$4.97M
|
+179,958
|
New
|
|
|
2
|
|
$3.11M
|
+$3.1M
|
+112,128
|
New
|
|
|
3
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.62M
|
-$375K
|
-13,572
|
-13%
|
|
|
4
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$2.6M
|
-$77.5K
|
-2,808
|
-3%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$2.4M
|
+$2.39M
|
+86,479
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.3M
|
+$2.29M
|
+83,029
|
New
|
|
|
7
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$1.65M
|
-$2.77M
|
-100,428
|
-63%
|
|
|
8
|
AIFG Consultants
Halfmoon,
New York
|
$881K
|
+$876K
|
+31,730
|
New
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$647K
|
+$644K
|
+23,319
|
New
|
|
|
10
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$622K
|
+$618K
|
+22,393
|
New
|
|
|
11
|
Cooper Financial Group
Irvine,
California
|
$586K
|
+$583K
|
+21,098
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$433K
|
+$430K
|
+15,585
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$18.1K
|
+$9.75K
|
+353
|
+118%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$7.58M
|
-277,894
|
Closed
|
|
