|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.76M
|
-$309K
|
-10,296
|
-7%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.37M
|
+$44K
|
+1,463
|
+1%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.17M
|
+$3.67K
|
+122
|
+0.4%
|
|
|
4
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.09M
|
-$49.1K
|
-1,633
|
-5%
|
|
|
5
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$1.07M
|
–
|
–
|
–
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$1M
|
-$11.8K
|
-394
|
-1%
|
|
|
7
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$768K
|
-$25.5K
|
-850
|
-4%
|
|
|
8
|
Clear Creek Financial Management
Silverdale,
Washington
|
$462K
|
+$413K
|
+13,725
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$320K
|
+$285K
|
+9,491
|
New
|
|
|
10
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$304K
|
+$272K
|
+9,035
|
New
|
|
|
11
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$276K
|
+$247K
|
+8,209
|
New
|
|
|
12
|
Kestra Private Wealth Services
Austin,
Texas
|
$270K
|
+$241K
|
+8,017
|
New
|
|
|
13
|
&Partners
Nashville,
Tennessee
|
$220K
|
+$196K
|
+6,529
|
New
|
|
|
14
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$155K
|
–
|
–
|
–
|
|
|
15
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$117K
|
+$105K
|
+3,482
|
New
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$109K
|
-$12.8K
|
-426
|
-12%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$71.1K
|
+$63.4K
|
+2,111
|
New
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$61.7K
|
–
|
–
|
–
|
|
|
19
|
AE Wealth Management
Topeka,
Kansas
|
$24.6K
|
-$37.4K
|
-1,245
|
-63%
|
|
|
20
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$17K
|
+$15.1K
|
+504
|
New
|
|
|
21
|
|
$34
|
+$30
|
+1
|
New
|
|
|
22
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
–
|
-$493K
|
-17,447
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$255K
|
-9,044
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
-$21.9K
|
-775
|
Closed
|
|
