|
1
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.4M
|
+$4.45M
|
+173,726
|
+64%
|
|
|
2
|
|
$7.86M
|
–
|
–
|
–
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.67M
|
+$318K
|
+12,402
|
+7%
|
|
|
4
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.49M
|
+$271K
|
+10,564
|
+8%
|
|
|
5
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.22M
|
+$692K
|
+27,038
|
+45%
|
|
|
6
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$1.58M
|
+$1.58M
|
+61,805
|
New
|
|
|
7
|
|
$1.14M
|
-$1.42M
|
-55,374
|
-56%
|
|
|
8
|
|
$999K
|
–
|
–
|
–
|
|
|
9
|
Bienville Capital Management
New York
|
$821K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$690K
|
-$333K
|
-13,005
|
-33%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$679K
|
+$679K
|
+26,500
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$667K
|
+$667K
|
+26,038
|
New
|
|
|
13
|
Seed Wealth Management
Evanston,
Illinois
|
$442K
|
-$161K
|
-6,270
|
-27%
|
|
|
14
|
Brookstone Capital Management
Wheaton,
Illinois
|
$217K
|
+$217K
|
+8,467
|
New
|
|
|
15
|
Principal Securities
Des Moines,
Iowa
|
$25.6K
|
+$25.6K
|
+1,000
|
New
|
|
|
16
|
3EDGE Asset Management
Naples,
Florida
|
–
|
-$704K
|
-27,535
|
Closed
|
|
|
17
|
Flow Traders U.S.
New York
|
–
|
-$677K
|
-26,471
|
Closed
|
|
|
18
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$429K
|
-16,711
|
Closed
|
|
|
19
|
|
–
|
-$281K
|
-11,000
|
Closed
|
|
|
20
|
Fortitude Family Office
Scottsdale,
Arizona
|
–
|
-$27K
|
-1,056
|
Closed
|
|
