|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.8M
|
+$3.25M
|
+173,800
|
+19%
|
|
|
2
|
Fred Alger Management
New York
|
$5.43M
|
-$100K
|
-5,341
|
-2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$4.93M
|
+$2.88M
|
+153,849
|
+140%
|
|
|
4
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$3.29M
|
+$307K
|
+16,399
|
+11%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$2.67M
|
+$2.67M
|
+142,564
|
New
|
|
|
6
|
Prosperity Financial Group
San Ramon,
California
|
$2.61M
|
+$160K
|
+8,547
|
+7%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.45M
|
+$347K
|
+18,547
|
+16%
|
|
|
8
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.43M
|
+$9.61K
|
+513
|
+0.7%
|
|
|
9
|
Sargent Investment Group
Bethesda,
Maryland
|
$1.32M
|
-$8.5K
|
-454
|
-0.6%
|
|
|
10
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$737K
|
+$738K
|
+39,436
|
New
|
|
|
11
|
Independent Wealth Network
Urbandale,
Iowa
|
$588K
|
+$589K
|
+31,448
|
New
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$393K
|
+$393K
|
+20,999
|
New
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$393K
|
+$393K
|
+20,999
|
New
|
|
|
14
|
HighTower Advisors
Chicago,
Illinois
|
$350K
|
-$1.85K
|
-99
|
-0.5%
|
|
|
15
|
Davenport & Co
Richmond,
Virginia
|
$316K
|
+$80.7K
|
+4,308
|
+34%
|
|
|
16
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$310K
|
+$33.9K
|
+1,809
|
+12%
|
|
|
17
|
Tradition Wealth Management
Edina,
Minnesota
|
$187K
|
–
|
–
|
–
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$37K
|
+$37.1K
|
+1,979
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$63
|
-$45.5K
|
-2,431
|
-100%
|
|
|
20
|
|
$20
|
–
|
–
|
–
|
|
|
21
|
Client First Investment Management
West Bend,
Wisconsin
|
–
|
-$1.42M
|
-82,725
|
Closed
|
|
|
22
|
MIRAE ASSET SECURITIES (USA) INC.
New York
|
–
|
-$428K
|
-25,000
|
Closed
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$198K
|
-11,554
|
Closed
|
|
|
24
|
|
–
|
-$7.19K
|
-420
|
Closed
|
|
