|
1
|
|
$5.13M
|
–
|
–
|
–
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.78M
|
+$573K
|
+26,411
|
+14%
|
|
|
3
|
|
$2.13M
|
+$401K
|
+18,502
|
+23%
|
|
|
4
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
5
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$797K
|
+$162K
|
+7,465
|
+26%
|
|
|
6
|
Flow Traders U.S.
New York
|
$635K
|
-$553K
|
-25,474
|
-47%
|
|
|
7
|
IFP Advisors
Tampa,
Florida
|
$626K
|
+$173K
|
+7,981
|
+39%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$512K
|
+$140K
|
+6,447
|
+38%
|
|
|
9
|
WrapManager Inc
Mill Valley,
California
|
$493K
|
-$2.52K
|
-116
|
-0.5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$478K
|
+$40K
|
+1,844
|
+9%
|
|
|
11
|
Straight Path Wealth Management
Jenison,
Michigan
|
$375K
|
+$32.3K
|
+1,490
|
+10%
|
|
|
12
|
Ironwood Financial
Tucson,
Arizona
|
$368K
|
+$3.69K
|
+170
|
+1%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$331K
|
+$330K
|
+15,187
|
New
|
|
|
14
|
|
$324K
|
+$179K
|
+8,235
|
+125%
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$320K
|
+$318K
|
+14,664
|
New
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$289K
|
–
|
–
|
–
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$235K
|
+$233K
|
+10,760
|
New
|
|
|
18
|
BBJS Financial Advisors
Seattle,
Washington
|
$225K
|
+$108
|
+5
|
+0%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$82.3K
|
–
|
–
|
–
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40K
|
–
|
–
|
–
|
|
|
21
|
Safeguard Financial
Minocqua,
Wisconsin
|
$37K
|
+$37.6K
|
+1,733
|
New
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$27.5K
|
+$456
|
+21
|
+2%
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$21.1K
|
–
|
–
|
–
|
|
|
24
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$17.5K
|
–
|
–
|
–
|
|
|
25
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$6.88K
|
–
|
–
|
–
|
|
