|
1
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$1.09B
|
-$285M
|
-6,160,000
|
-20%
|
|
|
2
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$27.7M
|
+$27.7M
|
+599,337
|
+2,692%
|
|
|
3
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.78M
|
+$301K
|
+6,513
|
+4%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.32M
|
+$1.2M
|
+25,997
|
+54%
|
|
|
5
|
Sage Advisory Services
Austin,
Texas
|
$3.02M
|
+$249K
|
+5,390
|
+9%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.89M
|
+$2.99M
|
+64,764
|
New
|
|
|
7
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.98M
|
+$2.05M
|
+44,353
|
New
|
|
|
8
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.8M
|
-$254K
|
-5,494
|
-12%
|
|
|
9
|
IFP Advisors
Tampa,
Florida
|
$547K
|
–
|
–
|
–
|
|
|
10
|
Pacific Capital Wealth Advisors
Corona,
California
|
$468K
|
-$10.1K
|
-219
|
-2%
|
|
|
11
|
|
$336K
|
+$348K
|
+7,535
|
New
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$300K
|
-$28.7K
|
-621
|
-8%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$189K
|
+$102K
|
+2,200
|
+107%
|
|
|
14
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$64K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$35K
|
-$21.1K
|
-457
|
-37%
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$18K
|
–
|
–
|
–
|
|
|
18
|
Allworth Financial
Folsom,
California
|
$12K
|
+$12.2K
|
+264
|
New
|
|
|
19
|
Level Financial Advisors
East Amherst,
New York
|
$11K
|
+$11K
|
+238
|
New
|
|
|
20
|
First Horizon Advisors
Memphis,
Tennessee
|
$1K
|
+$2.03K
|
+44
|
New
|
|
|
21
|
RWA Wealth Partners
Newton,
Massachusetts
|
–
|
-$7.86M
|
-163,056
|
Closed
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$3.48M
|
-72,243
|
Closed
|
|
|
23
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$657K
|
-13,627
|
Closed
|
|
|
24
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$454K
|
-9,427
|
Closed
|
|
|
25
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$365K
|
-7,566
|
Closed
|
|
