|
1
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$6.88M
|
+$7.14M
|
+214,475
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.38M
|
+$564K
|
+16,956
|
+14%
|
|
|
3
|
|
$1.57M
|
+$572K
|
+17,207
|
+54%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$851K
|
-$448K
|
-13,462
|
-34%
|
|
|
5
|
Clear Creek Financial Management
Silverdale,
Washington
|
$490K
|
-$12.1K
|
-365
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$357K
|
+$88.6K
|
+2,663
|
+32%
|
|
|
7
|
Cantor Fitzgerald Investment Advisors
New York
|
$348K
|
+$67.1K
|
+2,016
|
+23%
|
|
|
8
|
3D/L Capital Management
Hartford,
Connecticut
|
$267K
|
+$20.7K
|
+623
|
+8%
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$254K
|
+$264K
|
+7,928
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$153K
|
+$62.4K
|
+1,877
|
+65%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$73K
|
+$67
|
+2
|
+0.1%
|
|
|
12
|
|
$3K
|
–
|
–
|
–
|
|
|
13
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$9K
|
-250
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$6K
|
-182
|
Closed
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
–
|
+$33
|
+1
|
New
|
|
