|
1
|
Pineridge Advisors
St. Charles,
Missouri
|
$3.86M
|
+$42.2K
|
+1,568
|
+1%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.03M
|
+$410K
|
+15,218
|
+16%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$2.99M
|
-$5.57K
|
-207
|
-0.2%
|
|
|
4
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.96M
|
-$410K
|
-15,225
|
-12%
|
|
|
5
|
|
$2.07M
|
+$242K
|
+8,981
|
+13%
|
|
|
6
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.52M
|
-$35.9K
|
-1,333
|
-2%
|
|
|
7
|
Wise Wealth Partners
Phoenix,
Arizona
|
$1.31M
|
+$1.72K
|
+64
|
+0.1%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
+$1.05M
|
+38,994
|
New
|
|
|
9
|
Beta Wealth Group
San Diego,
California
|
$1.04M
|
-$1.06M
|
-39,347
|
-51%
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
$987K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$735K
|
+$86K
|
+3,196
|
+13%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$301K
|
+$84.2K
|
+3,128
|
+39%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$293K
|
+$127K
|
+4,728
|
+78%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$116K
|
+$24.5K
|
+910
|
+27%
|
|
|
15
|
Key Financial Inc
West Chester,
Pennsylvania
|
$108K
|
–
|
–
|
–
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$24K
|
-$5.01K
|
-186
|
-17%
|
|
|
17
|
Private Trust Company
Cleveland,
Ohio
|
$6.77K
|
+$6.73K
|
+250
|
New
|
|
|
18
|
|
$31
|
–
|
–
|
–
|
|
|
19
|
Flow Traders U.S.
New York
|
–
|
-$740K
|
-27,114
|
Closed
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$408K
|
-14,965
|
Closed
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$360K
|
-13,179
|
Closed
|
|
|
22
|
|
–
|
-$236K
|
-8,667
|
Closed
|
|
|
23
|
Crews Bank & Trust
Wauchula,
Florida
|
–
|
-$109K
|
-4,000
|
Closed
|
|
|
24
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$40.9K
|
-1,500
|
Closed
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$27K
|
-986
|
Closed
|
|
