|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$119M
|
+$14.3M
|
+182,011
|
+14%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$18.9M
|
+$1.03M
|
+13,100
|
+6%
|
|
|
3
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$12M
|
+$411K
|
+5,239
|
+4%
|
|
|
4
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$9.33M
|
+$834K
|
+10,632
|
+10%
|
|
|
5
|
GFG Capital
Miami,
Florida
|
$3.11M
|
+$26K
|
+331
|
+0.8%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$2.39M
|
+$2.4M
|
+30,526
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.67M
|
+$181K
|
+2,306
|
+12%
|
|
|
8
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.52M
|
+$1.53M
|
+19,456
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$423K
|
+$423K
|
+5,393
|
New
|
|
|
10
|
Rubicon Advisors
Redding,
California
|
$331K
|
+$332K
|
+4,228
|
New
|
|
|
11
|
Rockefeller Capital Management
New York
|
$239K
|
+$240K
|
+3,055
|
New
|
|
|
12
|
Western Wealth Management
Golden,
Colorado
|
$237K
|
+$237K
|
+3,020
|
New
|
|
|
13
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$165K
|
+$165K
|
+2,105
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$162K
|
-$7.69K
|
-98
|
-5%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$141K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41K
|
+$41K
|
+522
|
New
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$22.3K
|
-$314
|
-4
|
-1%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.87K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$8.86K
|
+$8.87K
|
+113
|
New
|
|
|
20
|
Vision Retirement
Ridgewood,
New Jersey
|
$8.62K
|
+$8.63K
|
+110
|
New
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
+$6.2K
|
+79
|
New
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.07K
|
+$78
|
+1
|
+3%
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$862
|
–
|
–
|
–
|
|
|
24
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$11.8K
|
-150
|
Closed
|
|
