|
1
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$13.7M
|
+$3.24M
|
+128,273
|
+31%
|
|
|
2
|
Accel Wealth Management
Waverly,
Iowa
|
$2.52M
|
+$433K
|
+17,143
|
+21%
|
|
|
3
|
Platform Technology Partners
New York
|
$1.34M
|
-$255K
|
-10,094
|
-16%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.25M
|
+$205K
|
+8,104
|
+19%
|
|
|
5
|
|
$1.24M
|
-$656K
|
-25,970
|
-35%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.04M
|
-$470K
|
-18,626
|
-31%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$924K
|
+$467K
|
+18,481
|
+102%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$635K
|
+$203K
|
+8,046
|
+47%
|
|
|
9
|
Fermata Advisors
Sonoma,
California
|
$380K
|
+$381K
|
+15,080
|
New
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$303K
|
+$26.8K
|
+1,061
|
+10%
|
|
|
11
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$262K
|
+$455
|
+18
|
+0.2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$255K
|
+$455
|
+18
|
+0.2%
|
|
|
13
|
Koshinski Asset Management
Decatur,
Illinois
|
$44.3K
|
+$44.4K
|
+1,759
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$26K
|
–
|
–
|
–
|
|
|
15
|
Creative Financial Designs
Kokomo,
Indiana
|
$19K
|
–
|
–
|
–
|
|
|
16
|
Spire Wealth Management
Mclean,
Virginia
|
$13K
|
-$4.34K
|
-172
|
-25%
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$8K
|
+$7.93K
|
+314
|
New
|
|
|
19
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$20K
|
-790
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$25
|
-1
|
-50%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$25
|
+1
|
New
|
|
