|
1
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16M
|
-$184K
|
-19,234
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$961K
|
-$42.1K
|
-4,405
|
-4%
|
|
|
3
|
A&I Financial Services
Lone Tree,
Colorado
|
$915K
|
+$958K
|
+100,254
|
New
|
|
|
4
|
|
$579K
|
+$390K
|
+40,749
|
+180%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$500K
|
-$3.86K
|
-404
|
-0.7%
|
|
|
6
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$500K
|
-$3.86K
|
-404
|
-0.7%
|
|
|
7
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$418K
|
+$415K
|
+43,404
|
New
|
|
|
8
|
Smart Portfolios LLC
Seattle,
Washington
|
$148K
|
+$155K
|
+16,257
|
New
|
|
|
9
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$109K
|
-$45.6K
|
-4,765
|
-29%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$82.6K
|
-$258
|
-27
|
-0.3%
|
|
|
11
|
ORG Partners
Roanoke,
Indiana
|
$81.1K
|
+$1.3K
|
+136
|
+2%
|
|
|
12
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$81.1K
|
+$84.9K
|
+8,880
|
New
|
|
|
13
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$81.1K
|
+$84.9K
|
+8,880
|
New
|
|
|
14
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$10.7K
|
+$11.2K
|
+1,170
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.28K
|
+$1.96K
|
+205
|
+78%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.64K
|
+$2.76K
|
+289
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$539
|
-$1.17K
|
-122
|
-67%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$4.99K
|
-502
|
Closed
|
|
