|
1
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$98M
|
-$10.1M
|
-333,854
|
-9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$23M
|
+$988K
|
+32,504
|
+5%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.4M
|
+$705K
|
+23,200
|
+11%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$7.04M
|
+$6.97M
|
+229,514
|
New
|
|
|
5
|
Cetera Advisor Networks
El Segundo,
California
|
$5.32M
|
+$334K
|
+10,989
|
+7%
|
|
|
6
|
Hilltop Holdings
Dallas,
Texas
|
$5.24M
|
+$514K
|
+16,912
|
+11%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.08M
|
+$172K
|
+5,653
|
+4%
|
|
|
8
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$4.74M
|
+$4.41K
|
+145
|
+0.1%
|
|
|
9
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.02M
|
+$2.13M
|
+70,107
|
+115%
|
|
|
10
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.93M
|
+$481K
|
+15,832
|
+14%
|
|
|
11
|
Strategic Blueprint
Atlanta,
Georgia
|
$3.65M
|
+$735K
|
+24,179
|
+26%
|
|
|
12
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$2.83M
|
+$18.4K
|
+605
|
+0.7%
|
|
|
13
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.49M
|
-$15.6K
|
-512
|
-0.6%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$2.42M
|
+$2.39M
|
+78,763
|
New
|
|
|
15
|
Capital Planning
Bellevue,
Washington
|
$2.17M
|
+$2.15M
|
+70,625
|
New
|
|
|
16
|
Colony Group
Boston,
Massachusetts
|
$2.16M
|
-$10.7K
|
-352
|
-0.5%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$1.68M
|
+$9.81K
|
+323
|
+0.6%
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$1.58M
|
–
|
–
|
–
|
|
|
19
|
Waddell & Associates
Memphis,
Tennessee
|
$1.1M
|
+$486K
|
+16,000
|
+80%
|
|
|
20
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$1.08M
|
+$279K
|
+9,193
|
+35%
|
|
|
21
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.01M
|
+$1M
|
+33,047
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$918K
|
+$731K
|
+24,056
|
+408%
|
|
|
23
|
Integrated Advisors Network
Dallas,
Texas
|
$718K
|
–
|
–
|
–
|
|
|
24
|
Frontier Wealth Management
Kansas City,
Missouri
|
$701K
|
-$21.6M
|
-709,505
|
-97%
|
|
|
25
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$598K
|
–
|
–
|
–
|
|
