|
1
|
Compass Financial Management
Tampa,
Florida
|
$2.85M
|
+$2.71M
|
+66,413
|
New
|
|
|
2
|
Naples Global Advisors
Naples,
Florida
|
$2.72M
|
+$193K
|
+4,735
|
+8%
|
|
|
3
|
GeoWealth Management
Chicago,
Illinois
|
$1.94M
|
+$686K
|
+16,791
|
+60%
|
|
|
4
|
NI Acquisitions Company
Lemoyne,
Pennsylvania
|
$1.62M
|
+$1.33M
|
+32,533
|
New
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.29M
|
+$162K
|
+3,958
|
+15%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
+$1.16M
|
+28,420
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.11M
|
+$193K
|
+4,733
|
+22%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$980K
|
+$265K
|
+6,485
|
+40%
|
|
|
9
|
MML Investors Services
Springfield,
Massachusetts
|
$906K
|
+$339K
|
+8,305
|
+66%
|
|
|
10
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$905K
|
-$21.7K
|
-530
|
-2%
|
|
|
11
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$600K
|
-$6.7K
|
-164
|
-1%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$451K
|
+$427K
|
+10,445
|
New
|
|
|
13
|
Davenport & Co
Richmond,
Virginia
|
$389K
|
+$125K
|
+3,059
|
+51%
|
|
|
14
|
|
$304K
|
-$1.91M
|
-46,671
|
-87%
|
|
|
15
|
Signal Advisors Wealth
Detroit,
Michigan
|
$277K
|
+$262K
|
+6,416
|
New
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$256K
|
-$1.43M
|
-35,096
|
-86%
|
|
|
17
|
Rhodes Investment Advisors
Fort Worth,
Texas
|
$237K
|
+$224K
|
+5,475
|
New
|
|
|
18
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$201K
|
+$190K
|
+4,652
|
New
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
$16.6K
|
–
|
–
|
–
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$14.2K
|
–
|
–
|
–
|
|
|
21
|
Institute for Wealth Management
Denver,
Colorado
|
$1.12K
|
+$1.06K
|
+26
|
New
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$130
|
+$123
|
+3
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4.28K
|
-122
|
Closed
|
|
