|
1
|
American Century Companies
Kansas City,
Missouri
|
$84.5M
|
–
|
–
|
–
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$36.4M
|
+$17.7M
|
+408,169
|
+92%
|
|
|
3
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$36.4M
|
+$17.7M
|
+408,169
|
+92%
|
|
|
4
|
Goldstein Advisors
Madison,
Wisconsin
|
$18.7M
|
+$4.78M
|
+110,390
|
+34%
|
|
|
5
|
Ledge Wealth Management
Sartell,
Minnesota
|
$13.5M
|
+$293K
|
+6,772
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.01M
|
+$6.45K
|
+149
|
+0.1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.31M
|
+$1.7M
|
+39,267
|
+103%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$1.2M
|
+$1.21M
|
+28,040
|
New
|
|
|
9
|
Slagle Financial
Edwardsville,
Illinois
|
$1.19M
|
+$1.2M
|
+27,828
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.19M
|
-$58.1K
|
-1,341
|
-5%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$891K
|
+$901K
|
+20,807
|
New
|
|
|
12
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$389K
|
–
|
–
|
–
|
|
|
13
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$248K
|
+$41.4K
|
+956
|
+20%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$51.5K
|
+$15.4K
|
+355
|
+42%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$8.56K
|
+$8.66K
|
+200
|
New
|
|
|
16
|
ICA Group Wealth Management
Denver,
Colorado
|
$3.55K
|
+$1.69K
|
+39
|
+89%
|
|
|
17
|
WealthPLAN Partners
Omaha,
Nebraska
|
$428
|
–
|
–
|
–
|
|
|
18
|
Fiduciary Alliance
Greenville,
South Carolina
|
$128
|
+$130
|
+3
|
New
|
|
|
19
|
|
–
|
-$5.61M
|
-128,378
|
Closed
|
|
|
20
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$820K
|
-18,760
|
Closed
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
–
|
-$18.8K
|
-430
|
Closed
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$4.67K
|
-107
|
Closed
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.71K
|
-62
|
Closed
|
|
