|
1
|
SimpliFi Inc
San Diego,
California
|
$19.8M
|
+$19.6M
|
+608,253
|
New
|
|
|
2
|
Madison Asset Management
Madison,
Wisconsin
|
$19.8M
|
+$2.68M
|
+83,167
|
+16%
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$17M
|
+$1.88M
|
+58,466
|
+13%
|
|
|
4
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$15.7M
|
+$1.18M
|
+36,655
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.7M
|
+$1.77M
|
+54,822
|
+14%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.7M
|
+$740K
|
+22,982
|
+13%
|
|
|
7
|
Oxbow Advisors
Austin,
Texas
|
$4.01M
|
+$351K
|
+10,891
|
+10%
|
|
|
8
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.86M
|
+$2.82M
|
+87,554
|
New
|
|
|
9
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$1.58M
|
+$1.26M
|
+39,129
|
+415%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$1.36M
|
+$1.35M
|
+41,767
|
New
|
|
|
11
|
Arete Wealth Advisors
Chicago,
Illinois
|
$542K
|
+$50.8K
|
+1,577
|
+10%
|
|
|
12
|
|
$359K
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$256K
|
+$252K
|
+7,831
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$249K
|
-$43.3K
|
-1,345
|
-15%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$242K
|
-$140K
|
-4,357
|
-37%
|
|
|
16
|
AE Wealth Management
Topeka,
Kansas
|
$223K
|
+$220K
|
+6,820
|
New
|
|
|
17
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$219K
|
+$216K
|
+6,716
|
New
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22K
|
+$21.3K
|
+661
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$12K
|
+$4.77K
|
+148
|
+65%
|
|
|
20
|
|
–
|
-$1.04M
|
-34,368
|
Closed
|
|
|
21
|
|
–
|
-$830K
|
-27,361
|
Closed
|
|
|
22
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$101K
|
-3,354
|
Closed
|
|
