|
1
|
American Family Investments
Madison,
Wisconsin
|
$168M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
+$863K
|
+18,481
|
+6%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.6M
|
+$751K
|
+16,069
|
+5%
|
|
|
4
|
Financial Gravity Companies
Lakeway,
Texas
|
$14.2M
|
+$14M
|
+299,171
|
New
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.41M
|
+$341K
|
+7,298
|
+11%
|
|
|
6
|
Columbus Macro
New Castle,
Pennsylvania
|
$3.2M
|
-$17.7K
|
-378
|
-0.6%
|
|
|
7
|
|
$1.62M
|
+$1.6M
|
+34,298
|
New
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$430K
|
–
|
–
|
–
|
|
|
9
|
|
$397K
|
+$93
|
+2
|
+0%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$380K
|
+$94.8K
|
+2,029
|
+34%
|
|
|
11
|
Mutual Advisors
Omaha,
Nebraska
|
$368K
|
-$7.94K
|
-170
|
-2%
|
|
|
12
|
Valmark Advisers
Akron,
Ohio
|
$341K
|
–
|
–
|
–
|
|
|
13
|
Prudential Financial
Newark,
New Jersey
|
$271K
|
-$20.4K
|
-436
|
-7%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$169K
|
+$10.8K
|
+232
|
+7%
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$112K
|
+$110K
|
+2,362
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$84K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$54.5K
|
+$17.2K
|
+369
|
+47%
|
|
|
18
|
First Horizon Advisors
Memphis,
Tennessee
|
$47.7K
|
+$1.68K
|
+36
|
+4%
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$16K
|
+$234
|
+5
|
+2%
|
|
|
20
|
New England Asset Management
Farmington,
Connecticut
|
$5.44K
|
–
|
–
|
–
|
|
|
21
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$4.97K
|
–
|
–
|
–
|
|
|
22
|
|
$61
|
+$47
|
+1
|
New
|
|
|
23
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
–
|
-$1.33M
|
-28,875
|
Closed
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$31.6K
|
-686
|
Closed
|
|
