|
1
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$11.3M
|
+$223K
|
+4,600
|
+2%
|
|
|
2
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$2.92M
|
+$207K
|
+4,271
|
+8%
|
|
|
3
|
Global Retirement Partners
San Rafael,
California
|
$2.81M
|
+$444K
|
+9,168
|
+19%
|
|
|
4
|
WT Wealth Management
Scottsdale,
Arizona
|
$2.42M
|
-$1.79K
|
-37
|
-0.1%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$1.8M
|
-$114K
|
-2,350
|
-6%
|
|
|
6
|
|
$1.76M
|
+$627K
|
+12,953
|
+55%
|
|
|
7
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.7M
|
-$102K
|
-2,113
|
-6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.68M
|
-$5.26M
|
-108,622
|
-76%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.34M
|
+$108K
|
+2,231
|
+9%
|
|
|
10
|
Defined Financial Planning
San Rafael,
California
|
$1.26M
|
+$1.27M
|
+26,207
|
New
|
|
|
11
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.17M
|
-$24.1K
|
-498
|
-2%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$620K
|
+$13K
|
+269
|
+2%
|
|
|
13
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$497K
|
+$27.4K
|
+567
|
+6%
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$479K
|
+$45K
|
+930
|
+10%
|
|
|
15
|
RFG Advisory
Birmingham,
Alabama
|
$353K
|
-$39.1K
|
-808
|
-10%
|
|
|
16
|
Team Financial Group
Temecula,
California
|
$226K
|
+$871
|
+18
|
+0.4%
|
|
|
17
|
Bank of New York Mellon
New York
|
$204K
|
+$435
|
+9
|
+0.2%
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$77K
|
+$1.21K
|
+25
|
+2%
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
$41.7K
|
-$33.8K
|
-698
|
-45%
|
|
|
20
|
ORG Partners
Roanoke,
Indiana
|
$31.9K
|
+$32.1K
|
+664
|
New
|
|
|
21
|
|
$16.5K
|
+$16.6K
|
+344
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$11.7K
|
+$6.77K
|
+140
|
+136%
|
|
|
23
|
Covestor
London,
United Kingdom
|
$7K
|
+$3.97K
|
+82
|
+144%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$641K
|
-13,119
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$49
|
-1
|
Closed
|
|
