|
1
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$164M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
+$260K
|
+5,666
|
+2%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.6M
|
+$2.14M
|
+46,530
|
+19%
|
|
|
4
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$12.8M
|
–
|
–
|
–
|
|
|
5
|
Cetera Advisors
Denver,
Colorado
|
$5.68M
|
+$5.15M
|
+112,118
|
+1,023%
|
|
|
6
|
|
$4.88M
|
+$1.64M
|
+35,725
|
+51%
|
|
|
7
|
Columbus Macro
New Castle,
Pennsylvania
|
$3.21M
|
+$26.2K
|
+570
|
+0.8%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.56M
|
+$670K
|
+14,568
|
+36%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$1.77M
|
+$200K
|
+4,356
|
+13%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$989K
|
+$984K
|
+21,406
|
New
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$416K
|
+$414K
|
+9,008
|
New
|
|
|
12
|
Allworth Financial
Folsom,
California
|
$393K
|
–
|
–
|
–
|
|
|
13
|
|
$361K
|
–
|
–
|
–
|
|
|
14
|
Mutual Advisors
Omaha,
Nebraska
|
$354K
|
+$352K
|
+7,664
|
New
|
|
|
15
|
Valmark Advisers
Akron,
Ohio
|
$333K
|
–
|
–
|
–
|
|
|
16
|
Prudential Financial
Newark,
New Jersey
|
$261K
|
+$260K
|
+5,662
|
New
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$129K
|
-$8.09K
|
-176
|
-6%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82K
|
-$85.4K
|
-1,857
|
-51%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$49K
|
+$1.61K
|
+35
|
+3%
|
|
|
20
|
First Horizon Advisors
Memphis,
Tennessee
|
$46.3K
|
+$14.8K
|
+323
|
+48%
|
|
|
21
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$15K
|
-$15.8K
|
-344
|
-51%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.91K
|
-$251K
|
-5,462
|
-97%
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
$112
|
–
|
–
|
–
|
|
|
24
|
|
$64
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$309K
|
-6,707
|
Closed
|
|
