|
1
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.4M
|
+$308K
|
+6,184
|
+3%
|
|
|
2
|
Stadion Money Management
Watkinsville,
Georgia
|
$9.32M
|
+$917K
|
+18,430
|
+11%
|
|
|
3
|
Bank of New York Mellon
New York
|
$3.46M
|
+$366K
|
+7,354
|
+12%
|
|
|
4
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.27M
|
-$313K
|
-6,292
|
-9%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.85M
|
-$35.9K
|
-722
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.25M
|
+$1.24M
|
+24,830
|
+123%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.15M
|
-$115K
|
-2,321
|
-5%
|
|
|
8
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$963K
|
+$9.6K
|
+193
|
+1%
|
|
|
9
|
|
$919K
|
-$16.6M
|
-334,597
|
-95%
|
|
|
10
|
Capital Planning Advisors
Roseville,
California
|
$799K
|
-$11.8K
|
-238
|
-1%
|
|
|
11
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$646K
|
-$5.92K
|
-119
|
-0.9%
|
|
|
12
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$615K
|
+$5.37K
|
+108
|
+0.9%
|
|
|
13
|
Bluefin Capital Management
New York
|
$561K
|
-$466K
|
-9,372
|
Closed
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$332K
|
+$7.96K
|
+160
|
+2%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$131K
|
-$60.5K
|
-1,216
|
-32%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$85K
|
+$71.3K
|
+1,434
|
+569%
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$56K
|
+$846
|
+17
|
+2%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$26K
|
+$25.9K
|
+521
|
New
|
|
|
19
|
HC Financial Advisors
Lafayette,
California
|
$16K
|
–
|
–
|
–
|
|
|
20
|
MCF Advisors
Covington,
Kentucky
|
$10K
|
+$1.19K
|
+24
|
+13%
|
|
|
21
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$9K
|
–
|
–
|
–
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$6K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$3K
|
-$1.09K
|
-22
|
-26%
|
|
|
24
|
|
$2K
|
+$1.84K
|
+37
|
New
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$1K
|
–
|
–
|
–
|
|
