|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.9M
|
+$3.42M
|
+104,990
|
+10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20.8M
|
-$316K
|
-9,693
|
-2%
|
|
|
3
|
|
$13.9M
|
-$5.61M
|
-172,251
|
-29%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.51M
|
+$6.95M
|
+213,540
|
+302%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.25M
|
+$1.55M
|
+47,659
|
+60%
|
|
|
6
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.38M
|
+$129K
|
+3,962
|
+5%
|
|
|
7
|
Cooper Financial Group
Irvine,
California
|
$1.79M
|
+$37.4K
|
+1,148
|
+2%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$915K
|
–
|
–
|
–
|
|
|
9
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$472K
|
+$134K
|
+4,110
|
+41%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$386K
|
-$6.51K
|
-200
|
-2%
|
|
|
11
|
CreativeOne Wealth
Overland Park,
Kansas
|
$386K
|
+$376K
|
+11,539
|
New
|
|
|
12
|
Flow Traders U.S.
New York
|
$350K
|
-$623K
|
-19,132
|
-65%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$338K
|
+$8.82K
|
+271
|
+3%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$281K
|
+$30.2K
|
+927
|
+12%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$225K
|
+$219K
|
+6,738
|
New
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$89K
|
+$86.3K
|
+2,650
|
New
|
|
|
17
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$28K
|
+$2.28K
|
+70
|
+9%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$28K
|
+$27.7K
|
+850
|
New
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$21K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14K
|
+$11.3K
|
+346
|
+438%
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$12K
|
+$11.5K
|
+352
|
New
|
|
|
22
|
|
–
|
-$2M
|
-62,159
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$573K
|
-17,802
|
Closed
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$400K
|
-12,432
|
Closed
|
|
|
25
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$214K
|
-6,643
|
Closed
|
|
