|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$130M
|
+$11.8M
|
+148,845
|
+9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$23.9M
|
-$817K
|
-10,319
|
-3%
|
|
|
3
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$13.4M
|
+$533K
|
+6,729
|
+4%
|
|
|
4
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$9.01M
|
-$434K
|
-5,479
|
-5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.73M
|
+$257K
|
+3,240
|
+7%
|
|
|
6
|
GFG Capital
Miami,
Florida
|
$3.04M
|
+$14.2K
|
+179
|
+0.5%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.99M
|
+$257K
|
+3,247
|
+15%
|
|
|
8
|
Rubicon Advisors
Redding,
California
|
$1.57M
|
-$492K
|
-6,217
|
-24%
|
|
|
9
|
Western Wealth Management
Golden,
Colorado
|
$240K
|
–
|
–
|
–
|
|
|
10
|
Cresset Asset Management
Chicago,
Illinois
|
$226K
|
+$225K
|
+2,845
|
New
|
|
|
11
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$206K
|
+$205K
|
+2,588
|
New
|
|
|
12
|
|
$159K
|
+$159K
|
+2,014
|
New
|
|
|
13
|
Geneos Wealth Management
Englewood,
Colorado
|
$143K
|
–
|
–
|
–
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$135K
|
-$14.7K
|
-186
|
-10%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$93.2K
|
-$9.34K
|
-118
|
-9%
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$30K
|
+$29.9K
|
+377
|
New
|
|
|
17
|
Private Trust Company
Cleveland,
Ohio
|
$14.7K
|
-$396
|
-5
|
-3%
|
|
|
18
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.13K
|
–
|
–
|
–
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.87K
|
+$2.85K
|
+36
|
New
|
|
|
20
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$11.6M
|
-157,336
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$552K
|
-7,471
|
Closed
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$164K
|
-2,215
|
Closed
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
–
|
-$8.35K
|
-113
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7.31K
|
-99
|
Closed
|
|
