|
1
|
Prudential Financial
Newark,
New Jersey
|
$51M
|
–
|
–
|
–
|
|
|
2
|
Ocean Park Asset Management
Santa Monica,
California
|
$5.01M
|
–
|
–
|
–
|
|
|
3
|
PFW Advisors
Atlanta,
Georgia
|
$4.52M
|
+$29.9K
|
+879
|
+0.7%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.4M
|
+$3.46M
|
+101,751
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.13M
|
+$2.58M
|
+75,926
|
+430%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.55M
|
+$2.59M
|
+76,315
|
New
|
|
|
7
|
Adams Wealth Management
Logan,
Utah
|
$2.46M
|
-$184K
|
-5,409
|
-7%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.09M
|
-$410K
|
-12,074
|
-16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.78M
|
+$199K
|
+5,850
|
+12%
|
|
|
10
|
|
$1.37M
|
+$880K
|
+25,918
|
+173%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$1.05M
|
+$1.06M
|
+31,308
|
New
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$920K
|
+$65.8K
|
+1,936
|
+8%
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$920K
|
+$65.8K
|
+1,936
|
+8%
|
|
|
14
|
Park Avenue Securities
New York
|
$836K
|
+$850K
|
+25,027
|
New
|
|
|
15
|
Financial Connections Group
Corte Madera,
California
|
$770K
|
-$261K
|
-7,687
|
-25%
|
|
|
16
|
First Citizens Financial Corp
Mason City,
Iowa
|
$716K
|
+$140K
|
+4,121
|
+24%
|
|
|
17
|
Rovin Capital
Mesa,
Arizona
|
$684K
|
+$57.6K
|
+1,695
|
+9%
|
|
|
18
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$531K
|
+$288K
|
+8,472
|
+114%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$432K
|
-$11K
|
-325
|
-2%
|
|
|
20
|
BlackDiamond Wealth Management
New York
|
$211K
|
+$220K
|
+6,466
|
New
|
|
|
21
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$31.1K
|
–
|
–
|
–
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$29.7K
|
-$15.4K
|
-452
|
-34%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.4K
|
–
|
–
|
–
|
|
|
24
|
Advisory Resource Group
Tulsa,
Oklahoma
|
–
|
-$2.81M
|
-82,593
|
Closed
|
|
