|
1
|
|
$28.6M
|
+$1.69M
|
+40,014
|
+6%
|
|
|
2
|
|
$2.07M
|
+$853K
|
+20,244
|
+71%
|
|
|
3
|
CoreCap Advisors
Southfield,
Michigan
|
$776K
|
-$74.9K
|
-1,777
|
-9%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$447K
|
+$85.2K
|
+2,022
|
+24%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$210K
|
+$208K
|
+4,946
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.3K
|
-$506
|
-12
|
-1%
|
|
|
7
|
|
$33.6K
|
-$717
|
-17
|
-2%
|
|
|
8
|
Steward Partners Investment Advisory
New York
|
$14.3K
|
–
|
–
|
–
|
|
|
9
|
SOA Wealth Advisors
New York
|
$14.1K
|
-$253
|
-6
|
-2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$11.5K
|
+$11.3K
|
+269
|
+26,900%
|
|
|
11
|
Franklin Resources
San Mateo,
California
|
$7.26K
|
+$7.21K
|
+171
|
New
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$4.34K
|
+$42
|
+1
|
+1%
|
|
|
13
|
MASECO Private Wealth
London,
|
$2.21K
|
–
|
–
|
–
|
|
|
14
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.12K
|
–
|
–
|
–
|
|
|
15
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.74K
|
–
|
–
|
–
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$1.67K
|
–
|
–
|
–
|
|
|
17
|
Oakworth Capital
Birmingham,
Alabama
|
$844
|
+$843
|
+20
|
New
|
|
|
18
|
Silver Grove Financial Group
Orchard Park,
New York
|
$788
|
+$84
|
+2
|
+12%
|
|
|
19
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$510
|
–
|
–
|
–
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$340
|
+$337
|
+8
|
New
|
|
|
21
|
Russell Investments Group
London,
United Kingdom
|
$85
|
–
|
–
|
–
|
|
|
22
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$19
|
+$42
|
+1
|
New
|
|
|
23
|
Aventura Private Wealth
Aventura,
Florida
|
–
|
-$5.88K
|
-142
|
Closed
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2.94K
|
-71
|
Closed
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$41
|
-1
|
Closed
|
|
