|
1
|
Nuveen
Charlotte,
North Carolina
|
$13.7M
|
–
|
–
|
–
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$4.61M
|
+$1.97M
|
+74,447
|
+79%
|
|
|
3
|
Pineridge Advisors
St. Charles,
Missouri
|
$4.11M
|
+$3.96M
|
+149,510
|
New
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.41M
|
+$52K
|
+1,965
|
+2%
|
|
|
5
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$1.64M
|
+$1.58M
|
+59,609
|
New
|
|
|
6
|
TownSquare Capital
Provo,
Utah
|
$1.42M
|
+$1.37M
|
+51,776
|
New
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.35M
|
+$1.3M
|
+48,945
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.14M
|
+$144K
|
+5,432
|
+15%
|
|
|
9
|
|
$861K
|
+$828K
|
+31,299
|
New
|
|
|
10
|
Beta Wealth Group
San Diego,
California
|
$636K
|
-$380K
|
-14,369
|
-38%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$576K
|
-$153K
|
-5,794
|
-22%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$414K
|
-$158K
|
-5,959
|
-28%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$318K
|
+$305K
|
+11,541
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$131K
|
–
|
–
|
–
|
|
|
15
|
Key Financial Inc
West Chester,
Pennsylvania
|
$43.3K
|
-$8.76K
|
-331
|
-17%
|
|
|
16
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$43.1K
|
-$4.16K
|
-157
|
-9%
|
|
|
17
|
Global Financial Private Client
Sarasota,
Florida
|
$41.3K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$25.1K
|
+$24.2K
|
+914
|
New
|
|
|
19
|
|
$35
|
+$26
|
+1
|
New
|
|
|
20
|
Journey Strategic Wealth
Summit,
New Jersey
|
–
|
-$453K
|
-17,434
|
Closed
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$226K
|
-8,673
|
Closed
|
|
