|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$12.6M
|
+$12.1M
|
+265,746
|
New
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.61M
|
–
|
–
|
–
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.32M
|
+$1.29M
|
+28,260
|
+45%
|
|
|
4
|
|
$2.48M
|
-$101K
|
-2,206
|
-4%
|
|
|
5
|
Smart Money Group
Eastland,
Texas
|
$1.97M
|
-$47.9K
|
-1,050
|
-2%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$1.52M
|
+$1.46M
|
+32,072
|
New
|
|
|
7
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.01M
|
+$671K
|
+14,720
|
+225%
|
|
|
8
|
|
$669K
|
-$37.4K
|
-820
|
-5%
|
|
|
9
|
Murphy Capital Management
Bedminster,
New Jersey
|
$585K
|
-$4.11K
|
-90
|
-0.7%
|
|
|
10
|
|
$463K
|
-$4.65K
|
-102
|
-1%
|
|
|
11
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$367K
|
+$192K
|
+4,214
|
+119%
|
|
|
12
|
Wharton Business Group
Malvern,
Pennsylvania
|
$318K
|
–
|
–
|
–
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$304K
|
–
|
–
|
–
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$242K
|
+$365
|
+8
|
+0.2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$218K
|
+$209K
|
+4,592
|
New
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$216K
|
+$2.1K
|
+46
|
+1%
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
$216K
|
+$2.1K
|
+46
|
+1%
|
|
|
18
|
Koshinski Asset Management
Decatur,
Illinois
|
$214K
|
+$206K
|
+4,520
|
New
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$81K
|
-$182
|
-4
|
-0.2%
|
|
|
20
|
Weaver Consulting Group
Huntington Beach,
California
|
$73K
|
+$76.3K
|
+1,674
|
New
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
$68K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$66K
|
-$431K
|
-9,454
|
-16%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$48K
|
+$1.37K
|
+30
|
+3%
|
|
|
24
|
Ancora Advisors
Cleveland,
Ohio
|
$40K
|
+$38.8K
|
+850
|
New
|
|
|
25
|
Institute for Wealth Management
Denver,
Colorado
|
$38K
|
+$36.5K
|
+800
|
New
|
|
