|
1
|
AE Wealth Management
Topeka,
Kansas
|
$30.8M
|
-$3.53M
|
-65,689
|
-10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.85M
|
+$860K
|
+15,997
|
+17%
|
|
|
3
|
|
$915K
|
-$746K
|
-13,879
|
-44%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$775K
|
-$1.14M
|
-21,247
|
-59%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$512K
|
–
|
–
|
–
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$477K
|
+$113K
|
+2,096
|
+30%
|
|
|
7
|
Perennial Advisors
New York
|
$131K
|
+$24.3K
|
+452
|
+22%
|
|
|
8
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$121K
|
+$23.1K
|
+430
|
+23%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$98K
|
–
|
–
|
–
|
|
|
10
|
RMR Wealth Builders
Montclair,
New Jersey
|
$81K
|
+$83.3K
|
+1,550
|
New
|
|
|
11
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18K
|
+$18.4K
|
+342
|
New
|
|
|
12
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$13K
|
–
|
–
|
–
|
|
|
13
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$27.3M
|
-487,438
|
Closed
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
–
|
-$204K
|
-3,795
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$51K
|
-912
|
Closed
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$54
|
+1
|
New
|
|
