|
1
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$30.7M
|
+$2.99M
|
+121,629
|
+11%
|
|
|
2
|
Good Life Advisors
Reading,
Pennsylvania
|
$9.18M
|
+$229K
|
+9,295
|
+3%
|
|
|
3
|
V Wealth Advisors
Overland Park,
Kansas
|
$4.3M
|
–
|
–
|
–
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.81M
|
+$258K
|
+10,492
|
+10%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$1.57M
|
+$259K
|
+10,533
|
+20%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$937K
|
-$91.5K
|
-3,723
|
-9%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$677K
|
-$7.18K
|
-292
|
-1%
|
|
|
8
|
|
$626K
|
-$617K
|
-25,081
|
-50%
|
|
|
9
|
Destination Wealth Management
Walnut Creek,
California
|
$565K
|
–
|
–
|
–
|
|
|
10
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$249K
|
+$19.2K
|
+779
|
+9%
|
|
|
11
|
Retirement Group
San Diego,
California
|
$110K
|
+$107K
|
+4,358
|
New
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$60K
|
–
|
–
|
–
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$25K
|
+$5.16K
|
+210
|
+27%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$24K
|
–
|
–
|
–
|
|
|
15
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$22K
|
+$9.64K
|
+392
|
+83%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$226K
|
-9,367
|
Closed
|
|
|
19
|
AssetMark Inc
Concord,
California
|
–
|
-$154K
|
-6,400
|
Closed
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
–
|
-$11K
|
-439
|
Closed
|
|
|
21
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$7K
|
-303
|
Closed
|
|
