|
1
|
Cardan Capital Partners
Denver,
Colorado
|
$10.6M
|
+$185K
|
+5,754
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$8.23M
|
+$351K
|
+10,945
|
+5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.06M
|
+$656K
|
+20,436
|
+16%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.57M
|
–
|
–
|
–
|
|
|
5
|
|
$3.18M
|
+$1.88M
|
+58,566
|
+165%
|
|
|
6
|
Systelligence LLC
Bloomington,
Minnesota
|
$2.31M
|
+$2.19M
|
+68,253
|
New
|
|
|
7
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.64M
|
-$73.1K
|
-2,278
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.2M
|
+$48.9K
|
+1,524
|
+5%
|
|
|
9
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.13M
|
–
|
–
|
–
|
|
|
10
|
Advisor Group
Phoenix,
Arizona
|
$937K
|
-$7.99K
|
-249
|
-0.9%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$554K
|
-$2.21K
|
-69
|
-0.4%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$504K
|
+$478K
|
+14,907
|
New
|
|
|
13
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$450K
|
-$106K
|
-3,297
|
-20%
|
|
|
14
|
Institute for Wealth Management
Denver,
Colorado
|
$374K
|
–
|
–
|
–
|
|
|
15
|
|
$370K
|
+$143K
|
+4,470
|
+69%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$307K
|
+$3.11K
|
+97
|
+1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$297K
|
-$52.8K
|
-1,645
|
-16%
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$289K
|
–
|
–
|
–
|
|
|
19
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$268K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$222K
|
-$3.06M
|
-95,263
|
-94%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$190K
|
-$3.69K
|
-115
|
-2%
|
|
|
22
|
Optimum Investment Advisors
Chicago,
Illinois
|
$102K
|
–
|
–
|
–
|
|
|
23
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$70K
|
-$225
|
-7
|
-0.3%
|
|
|
24
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$70K
|
–
|
–
|
–
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$55K
|
-$11.2K
|
-350
|
-18%
|
|
