|
1
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$15.4M
|
+$15.6M
|
+474,914
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$7.6M
|
+$7.68M
|
+233,742
|
New
|
|
|
3
|
4J Wealth Management
Alexandria,
Virginia
|
$5.97M
|
+$1.36M
|
+41,460
|
+29%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$4.06M
|
+$1.86M
|
+56,766
|
+84%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$3.17M
|
+$2.33M
|
+71,026
|
+267%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.24M
|
-$13.6K
|
-413
|
-1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$985K
|
+$188K
|
+5,735
|
+23%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$838K
|
+$316K
|
+9,626
|
+60%
|
|
|
9
|
United Advisor Group
Cincinnati,
Ohio
|
$780K
|
+$12.8K
|
+390
|
+2%
|
|
|
10
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$751K
|
+$101K
|
+3,080
|
+15%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$608K
|
+$210K
|
+6,393
|
+52%
|
|
|
12
|
RM Financial Services
Falmouth,
Maine
|
$412K
|
+$416K
|
+12,674
|
New
|
|
|
13
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$386K
|
–
|
–
|
–
|
|
|
14
|
|
$332K
|
-$577K
|
-17,582
|
-63%
|
|
|
15
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$322K
|
+$41K
|
+1,249
|
+14%
|
|
|
16
|
Insight Advisors
Newtown,
Pennsylvania
|
$312K
|
+$315K
|
+9,598
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$270K
|
+$83.3K
|
+2,536
|
+44%
|
|
|
18
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$269K
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$256K
|
+$259K
|
+7,876
|
New
|
|
|
20
|
Essex Financial Services
Essex,
Connecticut
|
$204K
|
–
|
–
|
–
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$203K
|
–
|
–
|
–
|
|
|
22
|
Waverly Advisors
Birmingham,
Alabama
|
$203K
|
+$205K
|
+6,234
|
New
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$38.8K
|
+$39.1K
|
+1,192
|
New
|
|
|
24
|
Arax Advisory Partners
Denver,
Colorado
|
$31.1K
|
+$31.4K
|
+956
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$18.4K
|
+$18.6K
|
+565
|
New
|
|
