|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$5.73M
|
+$137K
|
+2,653
|
+2%
|
|
|
2
|
MONECO Advisors
Fairfield,
Connecticut
|
$3M
|
-$276K
|
-5,356
|
-8%
|
|
|
3
|
Private Advisor Group
Morristown,
New Jersey
|
$2.21M
|
+$323K
|
+6,269
|
+17%
|
|
|
4
|
|
$1.37M
|
-$217K
|
-4,205
|
-14%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.21M
|
-$883K
|
-17,150
|
-42%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$1.06M
|
-$349K
|
-6,786
|
-25%
|
|
|
7
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.03M
|
-$641K
|
-12,441
|
-38%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$497K
|
-$726K
|
-14,107
|
-59%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$343K
|
+$89.8K
|
+1,743
|
+35%
|
|
|
10
|
DB Wealth Management Group
San Diego,
California
|
$285K
|
–
|
–
|
–
|
|
|
11
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$281K
|
-$310K
|
-6,017
|
-52%
|
|
|
12
|
RFG Advisory
Birmingham,
Alabama
|
$213K
|
+$213K
|
+4,145
|
New
|
|
|
13
|
Eaton Vance Management
Boston,
Massachusetts
|
$44K
|
–
|
–
|
–
|
|
|
14
|
Private Ocean
San Rafael,
California
|
$34K
|
–
|
–
|
–
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$25K
|
+$6.75K
|
+131
|
+37%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$13K
|
-$36.1K
|
-701
|
-73%
|
|
|
18
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$10K
|
+$10.3K
|
+200
|
New
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
+$1.13K
|
+22
|
+18%
|
|
|
20
|
Flow Traders U.S.
New York
|
–
|
-$288K
|
-5,591
|
Closed
|
|
|
21
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$192K
|
-3,726
|
Closed
|
|
|
22
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$120K
|
-2,344
|
Closed
|
|
|
23
|
RMR Wealth Builders
Montclair,
New Jersey
|
–
|
-$15K
|
-292
|
Closed
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2K
|
-48
|
Closed
|
|
