|
1
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$762M
|
+$187M
|
+3,674,000
|
+32%
|
|
|
2
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4.77M
|
-$2.56M
|
-50,343
|
-35%
|
|
|
3
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.17M
|
+$92.1K
|
+1,810
|
+2%
|
|
|
4
|
Sage Advisory Services
Austin,
Texas
|
$3.15M
|
+$638K
|
+12,540
|
+25%
|
|
|
5
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.81M
|
-$371K
|
-7,286
|
-17%
|
|
|
6
|
|
$796K
|
+$797K
|
+15,670
|
New
|
|
|
7
|
Flow Traders U.S.
New York
|
$760K
|
+$457K
|
+8,973
|
+150%
|
|
|
8
|
Pacific Capital Wealth Advisors
Corona,
California
|
$544K
|
-$167K
|
-3,289
|
-23%
|
|
|
9
|
Secure Asset Management
Troy,
Michigan
|
$436K
|
+$8.29K
|
+163
|
+2%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$322K
|
+$26.7K
|
+525
|
+9%
|
|
|
11
|
Cascadia Advisory Services
Portland,
Oregon
|
$252K
|
+$253K
|
+4,965
|
New
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$105K
|
+$11.3K
|
+223
|
+12%
|
|
|
13
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$73K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51K
|
–
|
–
|
–
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$39K
|
+$38.9K
|
+765
|
New
|
|
|
16
|
|
$28K
|
+$51
|
+1
|
+0.2%
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$20K
|
+$20.4K
|
+400
|
New
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
19
|
|
–
|
-$1.17M
|
-23,000
|
Closed
|
|
|
20
|
IRON Financial
Northbrook,
Illinois
|
–
|
-$403K
|
-7,926
|
Closed
|
|
|
21
|
Kowal Investment Group
Brookfield,
Wisconsin
|
–
|
+$153
|
+3
|
New
|
|
