|
1
|
AE Wealth Management
Topeka,
Kansas
|
$65.1M
|
+$11M
|
+415,309
|
+20%
|
|
|
2
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$16.8M
|
+$34.7K
|
+1,308
|
+0.2%
|
|
|
3
|
Compass Advisory Group
Melville,
New York
|
$11M
|
+$10.9M
|
+412,449
|
New
|
|
|
4
|
WealthSource Partners
San Luis Obispo,
California
|
$1.31M
|
+$1.3M
|
+49,160
|
New
|
|
|
5
|
IFP Advisors
Tampa,
Florida
|
$1.03M
|
+$1.03M
|
+38,844
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$900K
|
+$295K
|
+11,138
|
+49%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$520K
|
+$134K
|
+5,070
|
+35%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$325K
|
+$324K
|
+12,222
|
New
|
|
|
9
|
Retirement Guys Formula
Maumee,
Ohio
|
$304K
|
+$303K
|
+11,435
|
New
|
|
|
10
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$266K
|
-$530K
|
-20,000
|
-67%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$231K
|
+$230K
|
+8,680
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$27K
|
+$238
|
+9
|
+0.9%
|
|
|
13
|
American Portfolios Advisors
Holbrook,
New York
|
$7.05K
|
+$7.02K
|
+265
|
New
|
|
|
14
|
TRUADVICE
Sarasota,
Florida
|
–
|
-$529K
|
-19,920
|
Closed
|
|
|
15
|
|
–
|
-$318K
|
-12,110
|
Closed
|
|
