|
1
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$20.6M
|
-$5.89M
|
-245,566
|
-22%
|
|
|
2
|
Ascension Capital Advisors
Houston,
Texas
|
$14.6M
|
+$101K
|
+4,210
|
+0.7%
|
|
|
3
|
Continuum Advisory
Eagle,
Idaho
|
$10M
|
+$10.2M
|
+423,609
|
New
|
|
|
4
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$4.62M
|
+$234K
|
+9,768
|
+5%
|
|
|
5
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$4.41M
|
+$606K
|
+25,281
|
+16%
|
|
|
6
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.04M
|
+$340K
|
+14,176
|
+12%
|
|
|
7
|
|
$1.49M
|
+$1.51M
|
+62,812
|
New
|
|
|
8
|
|
$1.3M
|
+$1.08M
|
+45,089
|
+451%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$1.25M
|
-$396K
|
-16,523
|
-24%
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$1.18M
|
-$40.4K
|
-1,685
|
-3%
|
|
|
11
|
Sunbelt Securities
Houston,
Texas
|
$785K
|
+$605K
|
+25,216
|
+317%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$594K
|
+$1.22K
|
+51
|
+0.2%
|
|
|
13
|
Principal Securities
Des Moines,
Iowa
|
$524K
|
–
|
–
|
–
|
|
|
14
|
Napa Wealth Management
Napa,
California
|
$495K
|
+$46.6K
|
+1,943
|
+10%
|
|
|
15
|
Flow Traders U.S.
New York
|
$386K
|
+$392K
|
+16,333
|
New
|
|
|
16
|
Great Lakes Retirement
Sandusky,
Ohio
|
$329K
|
-$21.1K
|
-878
|
-6%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$307K
|
-$28K
|
-1,166
|
-8%
|
|
|
18
|
Trajan Wealth
Scottsdale,
Arizona
|
$254K
|
+$258K
|
+10,741
|
New
|
|
|
19
|
3EDGE Asset Management
Naples,
Florida
|
$218K
|
+$221K
|
+9,220
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$69.7K
|
+$623
|
+26
|
+0.9%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$22.3K
|
-$141K
|
-5,902
|
-86%
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$5.17K
|
+$5.23K
|
+218
|
New
|
|
|
23
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$2.93K
|
+$1.18K
|
+49
|
+65%
|
|
|
24
|
Evolution Wealth Management
Fort Myers,
Florida
|
$2.32K
|
+$2.35K
|
+98
|
New
|
|
|
25
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$651K
|
-27,240
|
Closed
|
|
