|
1
|
Berger Financial Group
Plymouth,
Minnesota
|
$14.9M
|
+$1.1M
|
+41,850
|
+8%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.15M
|
+$432K
|
+16,511
|
+25%
|
|
|
3
|
Astoria Portfolio Advisors
New York
|
$1.77M
|
+$1.77M
|
+67,557
|
New
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.61M
|
+$23.6K
|
+902
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.2M
|
+$1.22M
|
+46,510
|
New
|
|
|
6
|
Krilogy Financial
St. Louis,
Missouri
|
$1.02M
|
–
|
–
|
–
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$804K
|
+$231K
|
+8,825
|
+39%
|
|
|
8
|
Jefferies Financial Group
New York
|
$656K
|
+$666K
|
+25,449
|
New
|
|
|
9
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$514K
|
+$522K
|
+19,936
|
New
|
|
|
10
|
|
$363K
|
+$72.8K
|
+2,780
|
+25%
|
|
|
11
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$349K
|
-$7.85K
|
-300
|
-2%
|
|
|
12
|
MBL Wealth
Charlotte,
North Carolina
|
$335K
|
+$340K
|
+13,000
|
New
|
|
|
13
|
Centurion Wealth Management
Mclean,
Virginia
|
$247K
|
-$555K
|
-21,193
|
-69%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$226K
|
-$16.8K
|
-640
|
-7%
|
|
|
15
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$223K
|
+$227K
|
+8,666
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$216K
|
+$219K
|
+8,381
|
New
|
|
|
17
|
Waverly Advisors
Birmingham,
Alabama
|
$80.7K
|
+$82K
|
+3,132
|
New
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$29.5K
|
+$30K
|
+1,146
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$12.9K
|
+$7.85K
|
+300
|
+150%
|
|
|
20
|
Richardson Financial Services
Medway,
Massachusetts
|
$4.43K
|
–
|
–
|
–
|
|
|
21
|
|
–
|
-$332K
|
-12,677
|
Closed
|
|
