|
1
|
Nuveen
Charlotte,
North Carolina
|
$26M
|
–
|
–
|
–
|
|
|
2
|
Pineridge Advisors
St. Charles,
Missouri
|
$3.88M
|
+$317K
|
+11,444
|
+9%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.79M
|
+$1.07M
|
+38,762
|
+39%
|
|
|
4
|
Patten & Patten
Chattanooga,
Tennessee
|
$3.49M
|
-$243K
|
-8,755
|
-6%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$2.97M
|
+$136K
|
+4,915
|
+5%
|
|
|
6
|
Beta Wealth Group
San Diego,
California
|
$1.81M
|
+$87.1K
|
+3,143
|
+5%
|
|
|
7
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.55M
|
-$47.7K
|
-1,723
|
-3%
|
|
|
8
|
Wise Wealth Partners
Phoenix,
Arizona
|
$1.34M
|
+$1.34M
|
+48,524
|
New
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$818K
|
+$824K
|
+29,739
|
New
|
|
|
10
|
|
$432K
|
+$435K
|
+15,706
|
New
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$432K
|
+$471
|
+17
|
+0.1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$407K
|
+$410K
|
+14,792
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$363K
|
–
|
–
|
–
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$220K
|
–
|
–
|
–
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$160K
|
+$44.7K
|
+1,613
|
+38%
|
|
|
16
|
Key Financial Inc
West Chester,
Pennsylvania
|
$110K
|
+$29.9K
|
+1,080
|
+37%
|
|
|
17
|
Crews Bank & Trust
Wauchula,
Florida
|
$110K
|
+$111K
|
+4,000
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$100K
|
+$101K
|
+3,650
|
New
|
|
|
19
|
Global Financial Private Client
Sarasota,
Florida
|
$41.3K
|
–
|
–
|
–
|
|
|
20
|
MAI Capital Management
Independence,
Ohio
|
$29.5K
|
+$29.7K
|
+1,072
|
New
|
|
|
21
|
Flow Traders U.S.
New York
|
–
|
-$406K
|
-14,488
|
Closed
|
|
|
22
|
|
–
|
-$35
|
-1
|
Closed
|
|
