|
1
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$12M
|
-$2.08M
|
-78,367
|
-15%
|
|
|
2
|
Calamos Advisors
Naperville,
Illinois
|
$6.57M
|
+$2.08M
|
+78,322
|
+47%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.13M
|
-$170K
|
-6,399
|
-5%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.12M
|
-$269K
|
-10,131
|
-11%
|
|
|
5
|
Harbour Investments
Madison,
Wisconsin
|
$1.82M
|
+$278K
|
+10,479
|
+18%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.1M
|
-$5.46M
|
-205,535
|
-83%
|
|
|
7
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$1.04M
|
–
|
–
|
–
|
|
|
8
|
BCGM Wealth Management
Lafayette,
Indiana
|
$952K
|
–
|
–
|
–
|
|
|
9
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$784K
|
-$28.4K
|
-1,069
|
-4%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$774K
|
+$20.7K
|
+779
|
+3%
|
|
|
11
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$627K
|
+$27.6K
|
+1,039
|
+5%
|
|
|
12
|
Calamos Wealth Management
Naperville,
Illinois
|
$442K
|
+$26.6K
|
+1,000
|
+6%
|
|
|
13
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$292K
|
+$291K
|
+10,946
|
New
|
|
|
14
|
Flagstar Advisors
New York
|
$288K
|
+$17.3K
|
+651
|
+6%
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$239K
|
–
|
–
|
–
|
|
|
16
|
Riggs Capital Management
American Fork,
Utah
|
$231K
|
+$230K
|
+8,665
|
New
|
|
|
17
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$222K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$194K
|
-$74.2K
|
-2,795
|
-28%
|
|
|
19
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$192K
|
+$191K
|
+7,200
|
New
|
|
|
20
|
Allworth Financial
Folsom,
California
|
$57.8K
|
+$57K
|
+2,146
|
New
|
|
|
21
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
$31.9K
|
–
|
–
|
–
|
|
|
22
|
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Cedar Rapids,
Iowa
|
$31.9K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$10.7K
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$3.26K
|
-$3.96K
|
-149
|
-55%
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$447K
|
-16,973
|
Closed
|
|
