|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$127M
|
+$7.37M
|
+95,251
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$23M
|
+$5.35M
|
+69,209
|
+29%
|
|
|
3
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$11.9M
|
+$615K
|
+7,960
|
+5%
|
|
|
4
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$11.6M
|
+$12.2M
|
+157,336
|
New
|
|
|
5
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$8.77M
|
-$30.5K
|
-394
|
-0.3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.22M
|
+$1.73M
|
+22,375
|
+105%
|
|
|
7
|
GFG Capital
Miami,
Florida
|
$2.81M
|
-$128K
|
-1,651
|
-4%
|
|
|
8
|
Rubicon Advisors
Redding,
California
|
$1.92M
|
+$1.68M
|
+21,764
|
+515%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.61M
|
+$178K
|
+2,298
|
+12%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$552K
|
+$161K
|
+2,078
|
+39%
|
|
|
11
|
Western Wealth Management
Golden,
Colorado
|
$223K
|
–
|
–
|
–
|
|
|
12
|
MAI Capital Management
Independence,
Ohio
|
$164K
|
+$171K
|
+2,215
|
New
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$139K
|
+$146K
|
+1,885
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$133K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$95.2K
|
-$60.5K
|
-782
|
-38%
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$14K
|
+$13.8K
|
+179
|
+1,627%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$8.35K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7.31K
|
+$7.66K
|
+99
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.84K
|
–
|
–
|
–
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.9K
|
–
|
–
|
–
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$2.39M
|
-30,526
|
Closed
|
|
|
22
|
Rockefeller Capital Management
New York
|
–
|
-$239K
|
-3,055
|
Closed
|
|
|
23
|
Heritage Wealth Advisors
Richmond,
Virginia
|
–
|
-$165K
|
-2,105
|
Closed
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$41K
|
-522
|
Closed
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$9.87K
|
-126
|
Closed
|
|
