|
1
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$184M
|
-$542M
|
-11,961,000
|
-75%
|
|
|
2
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$31.4M
|
+$1.53M
|
+33,736
|
+5%
|
|
|
3
|
|
$13M
|
+$2.28M
|
+50,397
|
+21%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.2M
|
+$583K
|
+12,883
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
+$933K
|
+20,598
|
+9%
|
|
|
6
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.07M
|
-$2.05M
|
-45,197
|
-33%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.83M
|
-$298K
|
-6,590
|
-14%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$1.12M
|
+$197K
|
+4,358
|
+21%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$370K
|
+$370K
|
+8,170
|
New
|
|
|
10
|
Cetera Advisors
Denver,
Colorado
|
$363K
|
+$66.2K
|
+1,462
|
+22%
|
|
|
11
|
Valmark Advisers
Akron,
Ohio
|
$326K
|
–
|
–
|
–
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$219K
|
-$23.9K
|
-528
|
-10%
|
|
|
13
|
Allworth Financial
Folsom,
California
|
$207K
|
-$724
|
-16
|
-0.3%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$155K
|
-$6.61K
|
-146
|
-4%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$49.1K
|
-$20.7K
|
-457
|
-30%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45K
|
-$28.8K
|
-637
|
-39%
|
|
|
17
|
|
$91
|
–
|
–
|
–
|
|
|
18
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
–
|
-$23M
|
-500,000
|
Closed
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
–
|
-$237K
|
-4,877
|
Closed
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$8.88K
|
-193
|
Closed
|
|
|
21
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$1.75K
|
-38
|
Closed
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$506
|
-11
|
Closed
|
|
