|
1
|
Nuveen
Charlotte,
North Carolina
|
$25.9M
|
–
|
–
|
–
|
|
|
2
|
Patten & Patten
Chattanooga,
Tennessee
|
$3.74M
|
-$143K
|
-5,250
|
-4%
|
|
|
3
|
Pineridge Advisors
St. Charles,
Missouri
|
$3.64M
|
+$419K
|
+15,331
|
+13%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.69M
|
-$247K
|
-9,039
|
-8%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$2.52M
|
+$430K
|
+15,732
|
+21%
|
|
|
6
|
Beta Wealth Group
San Diego,
California
|
$1.79M
|
-$125K
|
-4,571
|
-7%
|
|
|
7
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.64M
|
-$33.4K
|
-1,221
|
-2%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.04M
|
+$1.03M
|
+37,762
|
New
|
|
|
9
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$449K
|
-$111K
|
-4,073
|
-20%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$361K
|
-$46.4K
|
-1,700
|
-11%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$317K
|
-$387K
|
-14,171
|
-55%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$274K
|
+$247K
|
+9,060
|
+964%
|
|
|
13
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$123K
|
+$123K
|
+4,485
|
New
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$85K
|
+$84.6K
|
+3,098
|
New
|
|
|
15
|
Key Financial Inc
West Chester,
Pennsylvania
|
$43.1K
|
–
|
–
|
–
|
|
|
16
|
Global Financial Private Client
Sarasota,
Florida
|
$41.1K
|
–
|
–
|
–
|
|
|
17
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$36.9K
|
-$6.01K
|
-220
|
-14%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$192
|
+$191
|
+7
|
New
|
|
|
19
|
|
$39
|
–
|
–
|
–
|
|
