|
1
|
|
$855M
|
+$554M
|
+7,236,961
|
+200%
|
|
|
2
|
BCGM Wealth Management
Lafayette,
Indiana
|
$15.1M
|
+$14.3M
|
+187,150
|
New
|
|
|
3
|
|
$10.9M
|
+$2.27M
|
+29,633
|
+27%
|
|
|
4
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$10.4M
|
-$2.5M
|
-32,642
|
-20%
|
|
|
5
|
Flow Traders U.S.
New York
|
$3.9M
|
-$3.72M
|
-48,596
|
-50%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.25M
|
+$174K
|
+2,266
|
+6%
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.64M
|
+$1.56M
|
+20,411
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.39M
|
+$1.35M
|
+17,678
|
New
|
|
|
9
|
55I LLC
Boston,
Massachusetts
|
$933K
|
+$572K
|
+7,465
|
+171%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$608K
|
-$451K
|
-5,885
|
-43%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$549K
|
+$536K
|
+6,996
|
New
|
|
|
12
|
Archer Investment Corporation
Carmel,
Indiana
|
$142K
|
–
|
–
|
–
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$80K
|
+$73.8K
|
+964
|
+1,928%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$53K
|
+$46K
|
+600
|
+845%
|
|
|
15
|
Lazard Asset Management
New York
|
$26K
|
–
|
–
|
–
|
|
|
16
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
17
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
18
|
|
$4K
|
+$4.21K
|
+55
|
New
|
|
|
19
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$334K
|
-4,585
|
Closed
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$29K
|
-398
|
Closed
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$5K
|
-69
|
Closed
|
|
