|
1
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$3.99M
|
+233,534
|
+40%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.98M
|
-$7.62M
|
-446,290
|
-52%
|
|
|
3
|
|
$5.29M
|
-$113K
|
-6,601
|
-2%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.57M
|
-$25.7M
|
-1,503,220
|
-82%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.37M
|
-$2.83M
|
-165,823
|
-41%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.14M
|
+$1.76M
|
+103,359
|
+88%
|
|
|
7
|
AllSquare Wealth Management
Albany,
New York
|
$3.05M
|
-$40.8K
|
-2,388
|
-1%
|
|
|
8
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.27M
|
+$163K
|
+9,525
|
+6%
|
|
|
9
|
|
$1.62M
|
+$1.94M
|
+113,658
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.4M
|
-$1.74M
|
-102,183
|
-51%
|
|
|
11
|
Avantax Advisory Services
Dallas,
Texas
|
$1.37M
|
+$296K
|
+17,327
|
+22%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$1.18M
|
+$150K
|
+8,807
|
+12%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
+$1.3M
|
+76,297
|
New
|
|
|
14
|
SNS Financial Group
Minneapolis,
Minnesota
|
$764K
|
-$156K
|
-9,158
|
-15%
|
|
|
15
|
WealthSource Partners
San Luis Obispo,
California
|
$709K
|
-$298K
|
-17,442
|
-26%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$655K
|
-$1.76M
|
-102,816
|
-69%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$650K
|
-$1.77M
|
-103,724
|
-70%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$534K
|
+$638K
|
+37,383
|
New
|
|
|
19
|
Financial Enhancement Group
Anderson,
Indiana
|
$518K
|
-$78.5K
|
-4,596
|
-11%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$518K
|
+$427K
|
+24,993
|
+219%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$504K
|
-$349K
|
-20,426
|
-37%
|
|
|
22
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$472K
|
+$554K
|
+32,455
|
New
|
|
|
23
|
Continuum Advisory
Eagle,
Idaho
|
$402K
|
–
|
–
|
–
|
|
|
24
|
|
$334K
|
-$19.3K
|
-1,132
|
-5%
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$293K
|
–
|
–
|
–
|
|
