|
1
|
EP Wealth Advisors
Torrance,
California
|
$17.7M
|
+$18.1M
|
+549,942
|
New
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.75M
|
+$355K
|
+10,798
|
+14%
|
|
|
3
|
Flow Traders U.S.
New York
|
$1.92M
|
+$1.96M
|
+59,614
|
New
|
|
|
4
|
Strategic Equity Management
Tucson,
Arizona
|
$1.22M
|
+$2.17K
|
+66
|
+0.2%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.17M
|
+$1.19M
|
+36,316
|
New
|
|
|
6
|
Moneywise Inc
Forest,
Virginia
|
$1.01M
|
+$10.7K
|
+327
|
+1%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$669K
|
+$682K
|
+20,780
|
New
|
|
|
8
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$525K
|
+$3.71K
|
+113
|
+0.7%
|
|
|
9
|
|
$415K
|
+$202K
|
+6,145
|
+91%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$214K
|
-$116K
|
-3,519
|
-35%
|
|
|
11
|
Allworth Financial
Folsom,
California
|
$137K
|
+$140K
|
+4,264
|
New
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$103K
|
+$33.9K
|
+1,033
|
+46%
|
|
|
13
|
IFP Advisors
Tampa,
Florida
|
$43.7K
|
+$22.1K
|
+674
|
+100%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$34K
|
+$34.7K
|
+1,057
|
New
|
|
|
15
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$20.1K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.83K
|
-$17.2K
|
-525
|
-78%
|
|
|
17
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
–
|
-$255K
|
-8,158
|
Closed
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$141K
|
-4,515
|
Closed
|
|
|
19
|
Camelot Portfolios
Maumee,
Ohio
|
–
|
-$18.5K
|
-592
|
Closed
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$9.38K
|
-300
|
Closed
|
|
|
21
|
|
–
|
-$6.13K
|
-196
|
Closed
|
|
|
22
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$844
|
-27
|
Closed
|
|
