|
1
|
AE Wealth Management
Topeka,
Kansas
|
$3.26M
|
+$233K
|
+8,644
|
+8%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.01M
|
-$49K
|
-1,814
|
-2%
|
|
|
3
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.54M
|
-$448K
|
-16,600
|
-15%
|
|
|
4
|
|
$2.43M
|
+$333K
|
+12,325
|
+16%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.3M
|
+$1.22M
|
+45,123
|
+116%
|
|
|
6
|
Pineridge Advisors
St. Charles,
Missouri
|
$1.73M
|
-$2.14M
|
-79,259
|
-56%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.7M
|
+$1.67M
|
+62,042
|
New
|
|
|
8
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.46M
|
-$76.7K
|
-2,840
|
-5%
|
|
|
9
|
Wise Wealth Partners
Phoenix,
Arizona
|
$1.25M
|
-$77.2K
|
-2,860
|
-6%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.05M
|
+$305K
|
+11,303
|
+42%
|
|
|
11
|
Farther Finance Advisors
San Francisco,
California
|
$997K
|
–
|
–
|
–
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$361K
|
+$356K
|
+13,179
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$299K
|
–
|
–
|
–
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$254K
|
-$40.7K
|
-1,509
|
-14%
|
|
|
15
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$220K
|
+$217K
|
+8,040
|
New
|
|
|
16
|
Rockefeller Capital Management
New York
|
$144K
|
+$142K
|
+5,253
|
New
|
|
|
17
|
Key Financial Inc
West Chester,
Pennsylvania
|
$109K
|
–
|
–
|
–
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$24.2K
|
–
|
–
|
–
|
|
|
19
|
Private Trust Company
Cleveland,
Ohio
|
$6.84K
|
–
|
–
|
–
|
|
|
20
|
|
$40
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$27
|
-$115K
|
-4,265
|
-100%
|
|
|
22
|
Beta Wealth Group
San Diego,
California
|
–
|
-$1.04M
|
-38,326
|
Closed
|
|
