|
1
|
Pineridge Advisors
St. Charles,
Missouri
|
$3.85M
|
-$1.84K
|
-67
|
-0%
|
|
|
2
|
Patten & Patten
Chattanooga,
Tennessee
|
$3.4M
|
-$55K
|
-2,000
|
-2%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$3.02M
|
+$68.1K
|
+2,473
|
+2%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.64M
|
-$1.13M
|
-41,245
|
-30%
|
|
|
5
|
Beta Wealth Group
San Diego,
California
|
$2.12M
|
+$326K
|
+11,864
|
+18%
|
|
|
6
|
|
$1.84M
|
+$1.43M
|
+51,791
|
+330%
|
|
|
7
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.57M
|
+$34.7K
|
+1,262
|
+2%
|
|
|
8
|
Wise Wealth Partners
Phoenix,
Arizona
|
$1.32M
|
-$4.46K
|
-162
|
-0.3%
|
|
|
9
|
Farther Finance Advisors
San Francisco,
California
|
$994K
|
+$1M
|
+36,451
|
New
|
|
|
10
|
Flow Traders U.S.
New York
|
$740K
|
+$746K
|
+27,114
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$653K
|
+$252K
|
+9,150
|
+62%
|
|
|
12
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$408K
|
-$19.8K
|
-720
|
-5%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$360K
|
–
|
–
|
–
|
|
|
14
|
|
$236K
|
+$238K
|
+8,667
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$218K
|
–
|
–
|
–
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$166K
|
+$7.38K
|
+268
|
+5%
|
|
|
17
|
Key Financial Inc
West Chester,
Pennsylvania
|
$109K
|
–
|
–
|
–
|
|
|
18
|
Crews Bank & Trust
Wauchula,
Florida
|
$109K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$91.6K
|
-$8.09K
|
-294
|
-8%
|
|
|
20
|
Global Financial Private Client
Sarasota,
Florida
|
$40.9K
|
–
|
–
|
–
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$29.3K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27K
|
+$27.1K
|
+986
|
New
|
|
|
23
|
|
$31
|
+$28
|
+1
|
New
|
|
|
24
|
Nuveen
Charlotte,
North Carolina
|
–
|
-$26M
|
-943,200
|
Closed
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$818K
|
-29,739
|
Closed
|
|
