|
1
|
Schiavi & Co
Wilmington,
Delaware
|
$89.8M
|
-$5.64M
|
-206,224
|
-6%
|
|
|
2
|
Stratos Investment Management
Beachwood,
Ohio
|
$30.8M
|
+$28.9M
|
+1,056,411
|
New
|
|
|
3
|
Financial Consulate
Hunt Valley,
Maryland
|
$27.4M
|
+$1.98M
|
+72,538
|
+8%
|
|
|
4
|
Austin Wealth Management
Austin,
Texas
|
$6.86M
|
-$6.05K
|
-221
|
-0.1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.3M
|
+$507K
|
+18,545
|
+14%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$3.04M
|
+$1.68M
|
+61,348
|
+143%
|
|
|
7
|
Williams & Novak
Westlake Village,
California
|
$1.6M
|
+$1.5M
|
+54,712
|
New
|
|
|
8
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.57M
|
+$424K
|
+15,504
|
+40%
|
|
|
9
|
|
$1.02M
|
-$479K
|
-17,510
|
-33%
|
|
|
10
|
Advisory Services Network
Atlanta,
Georgia
|
$827K
|
+$106K
|
+3,879
|
+16%
|
|
|
11
|
JT Stratford LLC
Gainesville,
Georgia
|
$668K
|
-$4.92K
|
-180
|
-0.8%
|
|
|
12
|
Redwood Financial Network
Solon,
Ohio
|
$654K
|
-$7.63K
|
-279
|
-1%
|
|
|
13
|
|
$627K
|
-$670K
|
-24,487
|
-53%
|
|
|
14
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$418K
|
+$111K
|
+4,041
|
+39%
|
|
|
15
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$364K
|
+$341K
|
+12,463
|
New
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$343K
|
+$322K
|
+11,769
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$289K
|
-$36.8K
|
-1,344
|
-12%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$278K
|
-$36.8K
|
-1,344
|
-12%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$99K
|
-$31.4K
|
-1,146
|
-25%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.2K
|
-$15.2K
|
-554
|
-36%
|
|
|
21
|
|
–
|
-$219K
|
-8,101
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$595
|
-22
|
Closed
|
|
