|
1
|
|
$3.48M
|
+$1.05M
|
+38,482
|
+43%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$3.23M
|
-$21.6K
|
-789
|
-0.7%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.89M
|
-$124K
|
-4,517
|
-4%
|
|
|
4
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.55M
|
+$6.85K
|
+250
|
+0.3%
|
|
|
5
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.48M
|
+$17.2K
|
+627
|
+1%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.05M
|
-$1.25M
|
-45,562
|
-54%
|
|
|
7
|
Farther Finance Advisors
San Francisco,
California
|
$997K
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$903K
|
-$149K
|
-5,431
|
-14%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$585K
|
+$587K
|
+21,404
|
New
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$473K
|
+$474K
|
+17,283
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$359K
|
-$1.78K
|
-65
|
-0.5%
|
|
|
12
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$350K
|
+$130K
|
+4,750
|
+59%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$336K
|
+$82.1K
|
+2,997
|
+32%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$274K
|
-$30.6K
|
-1,115
|
-10%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$218K
|
+$218K
|
+7,965
|
New
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$196K
|
+$197K
|
+7,176
|
New
|
|
|
17
|
Rockefeller Capital Management
New York
|
$145K
|
+$1.67K
|
+61
|
+1%
|
|
|
18
|
Key Financial Inc
West Chester,
Pennsylvania
|
$82.7K
|
-$26.8K
|
-977
|
-24%
|
|
|
19
|
|
$68.4K
|
+$68.5K
|
+2,500
|
+250,000%
|
|
|
20
|
|
$27.3K
|
+$27.3K
|
+997
|
New
|
|
|
21
|
MAI Capital Management
Independence,
Ohio
|
$24.2K
|
–
|
–
|
–
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$6.84K
|
–
|
–
|
–
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.7M
|
-62,042
|
Closed
|
|
|
24
|
Wise Wealth Partners
Phoenix,
Arizona
|
–
|
-$1.25M
|
-45,566
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$27
|
-1
|
Closed
|
|
