|
1
|
ALM First Financial Advisors
Dallas,
Texas
|
$45M
|
–
|
–
|
–
|
|
|
2
|
Mariner
Overland Park,
Kansas
|
$3.37M
|
+$3.37M
|
+136,461
|
New
|
|
|
3
|
Fermata Advisors
Sonoma,
California
|
$2.68M
|
+$1.05M
|
+42,498
|
+64%
|
|
|
4
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$2.62M
|
+$325K
|
+13,190
|
+14%
|
|
|
5
|
Cetera Advisors
Denver,
Colorado
|
$1.65M
|
-$162K
|
-6,564
|
-9%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$1.23M
|
+$12.3K
|
+500
|
+1%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$1.17M
|
-$459K
|
-18,602
|
-28%
|
|
|
8
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1M
|
-$45.9K
|
-1,862
|
-4%
|
|
|
9
|
GTS Securities
Miami,
Florida
|
$966K
|
+$966K
|
+39,174
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$780K
|
+$84K
|
+3,404
|
+12%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$598K
|
+$257K
|
+10,413
|
+75%
|
|
|
12
|
ICA Group Wealth Management
Denver,
Colorado
|
$424K
|
+$209K
|
+8,467
|
+97%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$358K
|
-$400K
|
-16,229
|
-53%
|
|
|
14
|
Wealth Management Partners
Tucson,
Arizona
|
$201K
|
–
|
–
|
–
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$108K
|
+$28.9K
|
+1,171
|
+36%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$72.5K
|
-$24.5K
|
-995
|
-25%
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
$48.7K
|
–
|
–
|
–
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$38.1K
|
–
|
–
|
–
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$14.4K
|
–
|
–
|
–
|
|
|
20
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.33K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$10
|
–
|
–
|
–
|
|
|
22
|
|
–
|
-$3.21M
|
-130,477
|
Closed
|
|
|
23
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$376K
|
-15,277
|
Closed
|
|
