|
1
|
Atria Wealth Solutions
New York
|
$3.24M
|
+$3.59M
|
+100,271
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$2.19M
|
-$22.5K
|
-629
|
-0.9%
|
|
|
3
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.62M
|
+$117K
|
+3,262
|
+7%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$733K
|
+$811K
|
+22,648
|
New
|
|
|
5
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$406K
|
+$450K
|
+12,561
|
New
|
|
|
6
|
Advisory Services Network
Atlanta,
Georgia
|
$363K
|
-$73.9K
|
-2,064
|
-16%
|
|
|
7
|
Independent Wealth Network
Urbandale,
Iowa
|
$306K
|
-$37.8K
|
-1,055
|
-10%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$206K
|
+$78.4K
|
+2,189
|
+53%
|
|
|
9
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$153K
|
-$73.7K
|
-2,059
|
-30%
|
|
|
10
|
|
$93K
|
+$103K
|
+2,885
|
New
|
|
|
11
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$70K
|
-$8.41K
|
-235
|
-10%
|
|
|
12
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$25K
|
–
|
–
|
–
|
|
|
13
|
American Portfolios Advisors
Holbrook,
New York
|
$16K
|
–
|
–
|
–
|
|
|
14
|
Creative Financial Designs
Kokomo,
Indiana
|
$14K
|
+$2.76K
|
+77
|
+21%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5K
|
-$37.8K
|
-1,055
|
-87%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$465K
|
-13,712
|
Closed
|
|
|
18
|
|
–
|
-$322K
|
-9,501
|
Closed
|
|
|
19
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$9K
|
-265
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$36
|
-1
|
-50%
|
|
