|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.28M
|
+$4.63M
|
+151,562
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.79M
|
+$72.2K
|
+2,362
|
+2%
|
|
|
3
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$1.07M
|
+$410K
|
+13,412
|
+55%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$981K
|
+$37K
|
+1,212
|
+4%
|
|
|
5
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$963K
|
+$1.04M
|
+34,096
|
New
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$850K
|
+$111K
|
+3,636
|
+14%
|
|
|
7
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$667K
|
-$495K
|
-16,190
|
-41%
|
|
|
8
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$493K
|
+$68.6K
|
+2,243
|
+15%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$255K
|
+$276K
|
+9,044
|
New
|
|
|
10
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$130K
|
–
|
–
|
–
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$103K
|
-$52.3K
|
-1,711
|
-32%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$55.8K
|
+$38.1K
|
+1,245
|
+171%
|
|
|
13
|
Harbour Investments
Madison,
Wisconsin
|
$51.7K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$21.9K
|
+$23.7K
|
+775
|
New
|
|
|
15
|
SFI Advisors
Montclair,
New Jersey
|
–
|
-$623K
|
-20,493
|
Closed
|
|
|
16
|
Atomi Financial Group
New York
|
–
|
-$563K
|
-18,522
|
Closed
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$451K
|
-14,833
|
Closed
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$24.4K
|
-804
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$7.24K
|
-238
|
Closed
|
|
|
20
|
|
–
|
-$44
|
-1
|
Closed
|
|
