|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$5.58M
|
+$2.48M
|
+48,108
|
+80%
|
|
|
2
|
MONECO Advisors
Fairfield,
Connecticut
|
$3.27M
|
+$17.2K
|
+333
|
+0.5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.09M
|
+$124K
|
+2,398
|
+6%
|
|
|
4
|
Private Advisor Group
Morristown,
New Jersey
|
$1.88M
|
-$906K
|
-17,578
|
-32%
|
|
|
5
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.66M
|
-$139K
|
-2,697
|
-8%
|
|
|
6
|
|
$1.58M
|
-$242K
|
-4,697
|
-13%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$1.41M
|
-$66.9K
|
-1,297
|
-5%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.22M
|
+$1.22M
|
+23,750
|
New
|
|
|
9
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$588K
|
+$591K
|
+11,465
|
New
|
|
|
10
|
Flow Traders U.S.
New York
|
$287K
|
+$288K
|
+5,591
|
New
|
|
|
11
|
DB Wealth Management Group
San Diego,
California
|
$284K
|
-$66.2K
|
-1,284
|
-19%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$253K
|
+$117K
|
+2,272
|
+86%
|
|
|
13
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$192K
|
+$24.9K
|
+483
|
+15%
|
|
|
14
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$120K
|
+$121K
|
+2,344
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$49K
|
+$49.3K
|
+956
|
New
|
|
|
16
|
Eaton Vance Management
Boston,
Massachusetts
|
$44K
|
+$44.4K
|
+862
|
New
|
|
|
17
|
Private Ocean
San Rafael,
California
|
$33K
|
+$103
|
+2
|
+0.3%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$18K
|
+$18.4K
|
+356
|
New
|
|
|
20
|
RMR Wealth Builders
Montclair,
New Jersey
|
$15K
|
+$15.1K
|
+292
|
New
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
+$155
|
+3
|
+3%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
+$2.48K
|
+48
|
New
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$260K
|
-5,021
|
Closed
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$241K
|
-4,653
|
Closed
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$21K
|
-410
|
Closed
|
|
