|
1
|
American Family Investments
Madison,
Wisconsin
|
$163M
|
+$162M
|
+3,544,000
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
+$982K
|
+21,447
|
+7%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.5M
|
+$923K
|
+20,170
|
+7%
|
|
|
4
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$14.2M
|
+$1.56M
|
+34,158
|
+12%
|
|
|
5
|
Columbus Macro
New Castle,
Pennsylvania
|
$3.15M
|
-$62.9K
|
-1,373
|
-2%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.98M
|
+$426K
|
+9,313
|
+17%
|
|
|
7
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$1.33M
|
+$1.32M
|
+28,875
|
New
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$422K
|
+$25.6K
|
+560
|
+7%
|
|
|
9
|
|
$386K
|
+$25.5K
|
+558
|
+7%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$374K
|
+$17.6K
|
+384
|
+5%
|
|
|
11
|
Valmark Advisers
Akron,
Ohio
|
$332K
|
–
|
–
|
–
|
|
|
12
|
Prudential Financial
Newark,
New Jersey
|
$284K
|
+$22.9K
|
+501
|
+9%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$276K
|
+$274K
|
+5,988
|
New
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$154K
|
+$24.8K
|
+542
|
+19%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82K
|
–
|
–
|
–
|
|
|
16
|
First Horizon Advisors
Memphis,
Tennessee
|
$44.7K
|
-$1.47K
|
-32
|
-3%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$36.1K
|
-$12.7K
|
-278
|
-26%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.6K
|
+$22.6K
|
+493
|
+255%
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$15K
|
+$183
|
+4
|
+1%
|
|
|
20
|
New England Asset Management
Farmington,
Connecticut
|
$5.3K
|
+$5.26K
|
+115
|
New
|
|
|
21
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$4.84K
|
+$4.81K
|
+105
|
New
|
|
|
22
|
|
–
|
-$4.88M
|
-105,703
|
Closed
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$989K
|
-21,406
|
Closed
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$416K
|
-9,008
|
Closed
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$112
|
-2
|
Closed
|
|
