|
1
|
Naples Global Advisors
Naples,
Florida
|
$2.04M
|
+$59.7K
|
+1,675
|
+3%
|
|
|
2
|
|
$1.88M
|
+$1.91M
|
+53,710
|
New
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$1.44M
|
+$1.14M
|
+32,016
|
+356%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$989K
|
+$24.9K
|
+698
|
+3%
|
|
|
5
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$907K
|
+$921K
|
+25,855
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$738K
|
+$398K
|
+11,161
|
+113%
|
|
|
7
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$727K
|
+$765K
|
+21,472
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$568K
|
+$577K
|
+16,199
|
New
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$493K
|
-$28.2K
|
-791
|
-5%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$444K
|
+$452K
|
+12,675
|
New
|
|
|
11
|
Davenport & Co
Richmond,
Virginia
|
$209K
|
+$212K
|
+5,949
|
New
|
|
|
12
|
Creative Financial Designs
Kokomo,
Indiana
|
$13.5K
|
–
|
–
|
–
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$11.5K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.28K
|
+$4.35K
|
+122
|
New
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
–
|
-$214K
|
-6,831
|
Closed
|
|
|
16
|
|
–
|
-$24.3K
|
-776
|
Closed
|
|
