|
1
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$14.3M
|
+$13.7M
|
+159,504
|
New
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.74M
|
+$409K
|
+4,753
|
+18%
|
|
|
3
|
LifePlan Financial Group
Dayton,
Ohio
|
$2.44M
|
+$77.2K
|
+897
|
+3%
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$1.26M
|
+$1.21M
|
+14,059
|
New
|
|
|
5
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.22M
|
+$1.17M
|
+13,646
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$634K
|
+$184K
|
+2,144
|
+43%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$480K
|
–
|
–
|
–
|
|
|
8
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$414K
|
+$24.9K
|
+290
|
+7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$367K
|
+$94.4K
|
+1,098
|
+37%
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$246K
|
+$3.7K
|
+43
|
+2%
|
|
|
11
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$206K
|
+$20.2K
|
+235
|
+11%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$152K
|
+$132K
|
+1,532
|
+958%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$67K
|
+$64.5K
|
+750
|
New
|
|
|
14
|
Investors Research Corp
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
+$1.89K
|
+22
|
+55%
|
|
|
16
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2K
|
-$3.18K
|
-37
|
-67%
|
|
|
17
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$222K
|
-2,699
|
Closed
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$5K
|
-62
|
Closed
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$4K
|
-50
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$86
|
-1
|
Closed
|
|
