|
26
|
Private Client Services
Louisville,
Kentucky
|
$202K
|
+$193K
|
+4,319
|
New
|
|
|
27
|
Harbour Investments
Madison,
Wisconsin
|
$189K
|
+$122K
|
+2,720
|
+207%
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$146K
|
+$140K
|
+3,122
|
New
|
|
|
29
|
CoreCap Advisors
Southfield,
Michigan
|
$96.1K
|
-$7.15M
|
-159,588
|
-99%
|
|
|
30
|
Islay Capital Management
Lubbock,
Texas
|
$72K
|
–
|
–
|
–
|
|
|
31
|
Creative Financial Designs
Kokomo,
Indiana
|
$57.7K
|
–
|
–
|
–
|
|
|
32
|
|
$45.9K
|
+$44.3K
|
+990
|
New
|
|
|
33
|
Allworth Financial
Folsom,
California
|
$17.8K
|
–
|
–
|
–
|
|
|
34
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$6.35K
|
–
|
–
|
–
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.26K
|
–
|
–
|
–
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$11.2M
|
-277,426
|
Closed
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$7.22M
|
-178,582
|
Closed
|
|
|
38
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$4.6M
|
-113,760
|
Closed
|
|
|
39
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
–
|
-$4.03M
|
-99,553
|
Closed
|
|
|
40
|
United Advisor Group
Cincinnati,
Ohio
|
–
|
-$1.25M
|
-30,967
|
Closed
|
|
|
41
|
Concurrent Investment Advisors
Tampa,
Florida
|
–
|
-$1.16M
|
-28,707
|
Closed
|
|
|
42
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$956K
|
-23,624
|
Closed
|
|
|
43
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$871K
|
-22,202
|
Closed
|
|
|
44
|
Bank of New York Mellon
New York
|
–
|
-$823K
|
-20,336
|
Closed
|
|
|
45
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$720K
|
-17,802
|
Closed
|
|
|
46
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$706K
|
-17,448
|
Closed
|
|
|
47
|
SWMG LLC
Fort Worth,
Texas
|
–
|
-$651K
|
-16,086
|
Closed
|
|
|
48
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
–
|
-$547K
|
-13,523
|
Closed
|
|
|
49
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
–
|
-$496K
|
-12,258
|
Closed
|
|
|
50
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$491K
|
-12,137
|
Closed
|
|
