|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.35M
|
+$1.72M
|
+33,972
|
+23%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$7.58M
|
-$1.89M
|
-37,398
|
-18%
|
|
|
3
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.33M
|
+$97.8K
|
+1,936
|
+4%
|
|
|
4
|
GeoWealth Management
Chicago,
Illinois
|
$2.1M
|
-$381K
|
-7,537
|
-14%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.98M
|
-$18.9K
|
-374
|
-0.9%
|
|
|
6
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$1.76M
|
-$2.04M
|
-40,293
|
-51%
|
|
|
7
|
|
$1.34M
|
+$1.48M
|
+29,379
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.07M
|
+$569K
|
+11,263
|
+93%
|
|
|
9
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$890K
|
+$431K
|
+8,532
|
+79%
|
|
|
10
|
Continuum Advisory
Eagle,
Idaho
|
$829K
|
+$60.4K
|
+1,195
|
+7%
|
|
|
11
|
Capital Planning Advisors
Roseville,
California
|
$735K
|
-$50.5K
|
-1,000
|
-6%
|
|
|
12
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$550K
|
+$3.64K
|
+72
|
+0.6%
|
|
|
13
|
Bank of New York Mellon
New York
|
$529K
|
+$99.6K
|
+1,973
|
+20%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$501K
|
+$556K
|
+11,010
|
New
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$296K
|
-$448K
|
-8,871
|
-58%
|
|
|
16
|
|
$296K
|
+$329K
|
+6,522
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$263K
|
+$293K
|
+5,796
|
New
|
|
|
18
|
HC Financial Advisors
Lafayette,
California
|
$147K
|
+$163K
|
+3,230
|
New
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$137K
|
+$86.3K
|
+1,708
|
+131%
|
|
|
20
|
Advisory Alpha
Holland,
Michigan
|
$30.1K
|
–
|
–
|
–
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$22K
|
–
|
–
|
–
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$11K
|
+$12.7K
|
+252
|
New
|
|
|
23
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$8K
|
-$27.2K
|
-538
|
-75%
|
|
|
24
|
MCF Advisors
Covington,
Kentucky
|
$6K
|
-$1.67K
|
-33
|
-20%
|
|
|
25
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
–
|
–
|
–
|
|
