|
1
|
Nuveen
Charlotte,
North Carolina
|
$26M
|
+$12.2M
|
+445,000
|
+89%
|
|
|
2
|
Patten & Patten
Chattanooga,
Tennessee
|
$3.89M
|
+$3.88M
|
+141,430
|
New
|
|
|
3
|
Pineridge Advisors
St. Charles,
Missouri
|
$3.23M
|
-$882K
|
-32,106
|
-21%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.95M
|
+$533K
|
+19,419
|
+22%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$2.1M
|
-$2.55M
|
-92,860
|
-55%
|
|
|
6
|
Beta Wealth Group
San Diego,
California
|
$1.92M
|
+$1.28M
|
+46,559
|
+201%
|
|
|
7
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.68M
|
+$1.67M
|
+60,847
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$709K
|
-$637K
|
-23,200
|
-47%
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$563K
|
-$14.1K
|
-515
|
-2%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$410K
|
-$4.12K
|
-150
|
-1%
|
|
|
11
|
Key Financial Inc
West Chester,
Pennsylvania
|
$43.3K
|
–
|
–
|
–
|
|
|
12
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$43.1K
|
–
|
–
|
–
|
|
|
13
|
Global Financial Private Client
Sarasota,
Florida
|
$41.2K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.9K
|
-$105K
|
-3,824
|
-80%
|
|
|
15
|
|
$40
|
–
|
–
|
–
|
|
|
16
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
–
|
-$1.64M
|
-59,609
|
Closed
|
|
|
17
|
TownSquare Capital
Provo,
Utah
|
–
|
-$1.42M
|
-51,776
|
Closed
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.14M
|
-41,437
|
Closed
|
|
|
19
|
|
–
|
-$861K
|
-31,299
|
Closed
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$318K
|
-11,541
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$25.1K
|
-914
|
Closed
|
|
