|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$13.9M
|
-$19.5M
|
-749,778
|
-59%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.5M
|
-$12.6M
|
-486,042
|
-66%
|
|
|
3
|
Calamos Advisors
Naperville,
Illinois
|
$4.42M
|
+$4.36M
|
+167,692
|
New
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.25M
|
+$248K
|
+9,543
|
+8%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.36M
|
-$8.11M
|
-311,733
|
-78%
|
|
|
6
|
Harbour Investments
Madison,
Wisconsin
|
$1.52M
|
+$662K
|
+25,456
|
+79%
|
|
|
7
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$1.03M
|
+$78.1K
|
+3,000
|
+8%
|
|
|
8
|
BCGM Wealth Management
Lafayette,
Indiana
|
$940K
|
–
|
–
|
–
|
|
|
9
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$803K
|
-$39.8K
|
-1,531
|
-5%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$744K
|
+$463K
|
+17,813
|
+171%
|
|
|
11
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$591K
|
+$196K
|
+7,547
|
+51%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$447K
|
+$20.1K
|
+774
|
+5%
|
|
|
13
|
Calamos Wealth Management
Naperville,
Illinois
|
$410K
|
+$125K
|
+4,810
|
+45%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$404K
|
+$398K
|
+15,308
|
New
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$331K
|
+$326K
|
+12,547
|
New
|
|
|
16
|
Flagstar Advisors
New York
|
$267K
|
+$50.5K
|
+1,942
|
+24%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$265K
|
+$50.2K
|
+1,929
|
+24%
|
|
|
18
|
Avantax Advisory Services
Dallas,
Texas
|
$236K
|
–
|
–
|
–
|
|
|
19
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$220K
|
+$9.89K
|
+380
|
+5%
|
|
|
20
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$194K
|
–
|
–
|
–
|
|
|
21
|
VitalStone Financial
Shavano Park,
Texas
|
$22.9K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$10.5K
|
+$10.4K
|
+400
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$7.14K
|
+$6.4K
|
+246
|
+984%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.05M
|
-40,869
|
Closed
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
–
|
-$308
|
-12
|
Closed
|
|
