|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$5.86M
|
+$146K
|
+2,832
|
+3%
|
|
|
2
|
Private Advisor Group
Morristown,
New Jersey
|
$3.64M
|
+$1.44M
|
+28,035
|
+65%
|
|
|
3
|
|
$3.22M
|
+$1.86M
|
+36,148
|
+136%
|
|
|
4
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.94M
|
-$48.3K
|
-938
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.04M
|
-$171K
|
-3,330
|
-14%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$389K
|
+$47.9K
|
+930
|
+14%
|
|
|
7
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$386K
|
-$639K
|
-12,406
|
-62%
|
|
|
8
|
RFG Advisory
Birmingham,
Alabama
|
$264K
|
+$51.6K
|
+1,002
|
+24%
|
|
|
9
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$263K
|
+$264K
|
+5,125
|
New
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$263K
|
+$264K
|
+5,136
|
New
|
|
|
11
|
DB Wealth Management Group
San Diego,
California
|
$236K
|
-$48K
|
-933
|
-17%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$51K
|
+$38.5K
|
+747
|
+293%
|
|
|
13
|
Eaton Vance Management
Boston,
Massachusetts
|
$44K
|
–
|
–
|
–
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$25K
|
+$721
|
+14
|
+3%
|
|
|
15
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$15K
|
+$15.2K
|
+295
|
New
|
|
|
16
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.06M
|
-20,606
|
Closed
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$497K
|
-9,643
|
Closed
|
|
|
20
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$281K
|
-5,448
|
Closed
|
|
|
21
|
Private Ocean
San Rafael,
California
|
–
|
-$34K
|
-651
|
Closed
|
|
