|
1
|
Columbus Macro
New Castle,
Pennsylvania
|
$23M
|
+$569K
|
+12,056
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.2M
|
+$708K
|
+14,986
|
+3%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.1M
|
+$341K
|
+7,231
|
+2%
|
|
|
4
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$18.3M
|
+$1.13M
|
+23,873
|
+7%
|
|
|
5
|
|
$4.72M
|
–
|
–
|
–
|
|
|
6
|
Allworth Financial
Folsom,
California
|
$1.72M
|
-$28.2K
|
-597
|
-2%
|
|
|
7
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.4M
|
+$1.4M
|
+29,580
|
New
|
|
|
8
|
MRA Advisory Group
Parsippany,
New Jersey
|
$1.23M
|
+$1.23M
|
+25,984
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$880K
|
+$50.5K
|
+1,070
|
+6%
|
|
|
10
|
|
$571K
|
-$1.04K
|
-22
|
-0.2%
|
|
|
11
|
Mutual Advisors
Omaha,
Nebraska
|
$429K
|
+$5K
|
+106
|
+1%
|
|
|
12
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$395K
|
+$396K
|
+8,380
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$168K
|
-$20.4K
|
-432
|
-11%
|
|
|
14
|
Optima Capital
Beaverton,
Oregon
|
$122K
|
+$122K
|
+2,580
|
New
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$37K
|
+$661
|
+14
|
+2%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
-$31.2K
|
-660
|
-68%
|
|
|
18
|
New England Asset Management
Farmington,
Connecticut
|
$5.43K
|
–
|
–
|
–
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.64K
|
+$2.64K
|
+56
|
New
|
|
|
20
|
American Family Investments
Madison,
Wisconsin
|
–
|
-$85.7M
|
-1,813,000
|
Closed
|
|
|
21
|
|
–
|
-$775K
|
-16,378
|
Closed
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$208K
|
-4,400
|
Closed
|
|
