|
1
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$564M
|
-$750M
|
-16,833,282
|
-57%
|
|
|
2
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$26.9M
|
+$848K
|
+19,029
|
+3%
|
|
|
3
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$22.2M
|
+$22.3M
|
+500,000
|
New
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.26M
|
+$3.73M
|
+83,681
|
+82%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.23M
|
+$1.89M
|
+42,394
|
+30%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.34M
|
-$363K
|
-8,138
|
-5%
|
|
|
7
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.15M
|
+$2.02M
|
+45,238
|
+94%
|
|
|
8
|
|
$3.01M
|
-$9.25M
|
-207,562
|
-75%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.6M
|
-$122K
|
-2,741
|
-7%
|
|
|
10
|
Flow Traders U.S.
New York
|
$978K
|
-$2.09M
|
-46,873
|
-68%
|
|
|
11
|
Cetera Advisor Networks
El Segundo,
California
|
$670K
|
+$671K
|
+15,052
|
New
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$321K
|
+$21.8K
|
+489
|
+7%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$207K
|
+$208K
|
+4,664
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$178K
|
+$19.5K
|
+437
|
+12%
|
|
|
15
|
Allworth Financial
Folsom,
California
|
$131K
|
+$131K
|
+2,937
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$23.4K
|
-$38.1K
|
-856
|
-62%
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$17.8K
|
–
|
–
|
–
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
$16.1K
|
+$16.1K
|
+362
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$2K
|
-$126K
|
-2,837
|
-98%
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
$1.69K
|
+$1.69K
|
+38
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$1K
|
-$817K
|
-18,333
|
-100%
|
|
|
23
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$400
|
+$401
|
+9
|
New
|
|
|
24
|
|
$89
|
–
|
–
|
–
|
|
|
25
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$233K
|
-5,376
|
Closed
|
|
