|
1
|
LPL Financial
San Diego,
California
|
$8M
|
-$4.48M
|
-136,900
|
-36%
|
|
|
2
|
CGN Advisors
Manhattan,
Kansas
|
$4.99M
|
+$4.94M
|
+150,923
|
New
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.41M
|
–
|
–
|
–
|
|
|
4
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$3.85M
|
+$3.81M
|
+116,300
|
New
|
|
|
5
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$3.01M
|
+$447K
|
+13,658
|
+18%
|
|
|
6
|
Beta Wealth Group
San Diego,
California
|
$2.9M
|
+$2.87M
|
+87,585
|
New
|
|
|
7
|
Congress Park Capital
Saratoga Springs,
New York
|
$2.88M
|
-$790K
|
-24,154
|
-22%
|
|
|
8
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.99M
|
+$137K
|
+4,181
|
+7%
|
|
|
9
|
Doliver Advisors
Houston,
Texas
|
$1.72M
|
+$696K
|
+21,278
|
+69%
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$1.24M
|
+$227K
|
+6,938
|
+23%
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$1.18M
|
-$323K
|
-9,881
|
-22%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.12M
|
+$1.11M
|
+33,894
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
+$132K
|
+4,040
|
+14%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.04M
|
-$502K
|
-15,327
|
-33%
|
|
|
15
|
Patten Group
Chattanooga,
Tennessee
|
$898K
|
+$108K
|
+3,287
|
+14%
|
|
|
16
|
Richard P. Slaughter Associates
Austin,
Texas
|
$876K
|
+$25K
|
+763
|
+3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$801K
|
+$638K
|
+19,483
|
+412%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$794K
|
+$1.05K
|
+32
|
+0.1%
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$786K
|
+$191K
|
+5,847
|
+33%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$709K
|
-$598K
|
-18,275
|
-46%
|
|
|
21
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$692K
|
+$70.1K
|
+2,143
|
+11%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$652K
|
+$102K
|
+3,110
|
+19%
|
|
|
23
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$629K
|
+$623K
|
+19,024
|
New
|
|
|
24
|
|
$606K
|
-$58.5K
|
-1,787
|
-9%
|
|
|
25
|
IHT Wealth Management
Chicago,
Illinois
|
$540K
|
+$146K
|
+4,447
|
+37%
|
|
