|
1
|
American Family Investments
Madison,
Wisconsin
|
$261M
|
+$98.7M
|
+2,117,000
|
+60%
|
|
|
2
|
Columbus Macro
New Castle,
Pennsylvania
|
$18.5M
|
+$15.6M
|
+333,910
|
+493%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
+$1.69M
|
+36,212
|
+10%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.1M
|
+$1.89M
|
+40,590
|
+12%
|
|
|
5
|
Financial Gravity Companies
Lakeway,
Texas
|
$14.1M
|
+$362K
|
+7,760
|
+3%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.56M
|
+$248K
|
+5,317
|
+7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$785K
|
+$420K
|
+9,008
|
+112%
|
|
|
8
|
|
$615K
|
-$977K
|
-20,956
|
-61%
|
|
|
9
|
Allworth Financial
Folsom,
California
|
$457K
|
+$34.3K
|
+736
|
+8%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$422K
|
+$56.3K
|
+1,207
|
+15%
|
|
|
11
|
|
$387K
|
+$1.03K
|
+22
|
+0.3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$193K
|
+$28.2K
|
+605
|
+17%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$82K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$56.6K
|
+$3.59K
|
+77
|
+7%
|
|
|
15
|
First Horizon Advisors
Memphis,
Tennessee
|
$53.7K
|
+$7.41K
|
+159
|
+16%
|
|
|
16
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$16K
|
+$280
|
+6
|
+2%
|
|
|
17
|
New England Asset Management
Farmington,
Connecticut
|
$5.3K
|
–
|
–
|
–
|
|
|
18
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$4.84K
|
–
|
–
|
–
|
|
|
19
|
|
$86
|
–
|
–
|
–
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
–
|
-$341K
|
-7,208
|
Closed
|
|
|
21
|
Prudential Financial
Newark,
New Jersey
|
–
|
-$271K
|
-5,727
|
Closed
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$112K
|
-2,362
|
Closed
|
|
