|
1
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$91.7M
|
+$36.4M
|
+840,674
|
+63%
|
|
|
2
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.76M
|
-$476
|
-11
|
-0%
|
|
|
3
|
GTS Securities
Miami,
Florida
|
$2.32M
|
+$2.38M
|
+54,873
|
New
|
|
|
4
|
AE Wealth Management
Topeka,
Kansas
|
$2.19M
|
-$170K
|
-3,929
|
-7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.09M
|
-$1.07M
|
-24,730
|
-33%
|
|
|
6
|
Empirical Wealth Management
Seattle,
Washington
|
$837K
|
+$212K
|
+4,898
|
+33%
|
|
|
7
|
Equitable Trust
Nashville,
Tennessee
|
$517K
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$504K
|
+$515K
|
+11,905
|
New
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$392K
|
+$400K
|
+9,243
|
New
|
|
|
10
|
|
$257K
|
+$263K
|
+6,070
|
New
|
|
|
11
|
World Investment Advisors
Santa Barbara,
California
|
$244K
|
–
|
–
|
–
|
|
|
12
|
|
$165K
|
+$154K
|
+3,559
|
+1,059%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.8K
|
+$3.33K
|
+77
|
+7%
|
|
|
14
|
Vision Financial Markets
Stamford,
Connecticut
|
$13.8K
|
–
|
–
|
–
|
|
|
15
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$311
|
–
|
–
|
–
|
|
|
16
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$966K
|
-23,070
|
Closed
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$429K
|
-10,237
|
Closed
|
|
|
18
|
American Financial Advisors
Marietta,
Georgia
|
–
|
-$202K
|
-4,816
|
Closed
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5.32K
|
-127
|
Closed
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$5.23K
|
-125
|
Closed
|
|
|
21
|
|
–
|
-$51
|
-1
|
Closed
|
|
