|
1
|
American Century Companies
Kansas City,
Missouri
|
$64.7M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$28M
|
+$3.24M
|
+61,244
|
+13%
|
|
|
3
|
Flaharty Asset Management
Clearwater,
Florida
|
$10.3M
|
+$1.31M
|
+24,710
|
+15%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.86M
|
+$10K
|
+190
|
+0.4%
|
|
|
5
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.65M
|
-$5.39M
|
-101,872
|
-67%
|
|
|
6
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.61M
|
-$163K
|
-3,078
|
-9%
|
|
|
7
|
|
$990K
|
-$664K
|
-12,553
|
-40%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$843K
|
+$596K
|
+11,267
|
+244%
|
|
|
9
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$757K
|
+$81K
|
+1,532
|
+12%
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$531K
|
–
|
–
|
–
|
|
|
11
|
|
$501K
|
+$64.9K
|
+1,228
|
+15%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$425K
|
-$107K
|
-2,027
|
-20%
|
|
|
13
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$391K
|
+$31.2K
|
+591
|
+9%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$339K
|
+$316K
|
+5,985
|
+1,527%
|
|
|
15
|
Peak Planning Group
Centennial,
Colorado
|
$270K
|
+$269K
|
+5,096
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$270K
|
+$846
|
+16
|
+0.3%
|
|
|
17
|
Calton & Associates
Tampa,
Florida
|
$211K
|
+$211K
|
+3,984
|
New
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$46K
|
+$13.2K
|
+250
|
+38%
|
|
|
19
|
American Portfolios Advisors
Holbrook,
New York
|
$29.7K
|
-$3.7K
|
-70
|
-11%
|
|
|
20
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$22K
|
+$370
|
+7
|
+2%
|
|
|
21
|
Advisory Services Network
Atlanta,
Georgia
|
$11K
|
+$211
|
+4
|
+2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$33K
|
-624
|
Closed
|
|
|
23
|
FAS Wealth Partners
Leawood,
Kansas
|
–
|
-$12K
|
-229
|
Closed
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
–
|
-$53
|
-1
|
Closed
|
|
