|
1
|
Capital Insight Partners
Scottsdale,
Arizona
|
$28.1M
|
-$558K
|
-19,088
|
-2%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$1000K
|
+$416K
|
+14,235
|
+68%
|
|
|
3
|
Strategic Equity Management
Tucson,
Arizona
|
$764K
|
+$786K
|
+26,901
|
New
|
|
|
4
|
Moneywise Inc
Forest,
Virginia
|
$635K
|
+$653K
|
+22,341
|
New
|
|
|
5
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$590K
|
–
|
–
|
–
|
|
|
6
|
AE Wealth Management
Topeka,
Kansas
|
$586K
|
+$85.9K
|
+2,942
|
+17%
|
|
|
7
|
Flow Traders U.S.
New York
|
$558K
|
+$573K
|
+19,630
|
New
|
|
|
8
|
Creekmur Asset Management
Morton,
Illinois
|
$475K
|
–
|
–
|
–
|
|
|
9
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$463K
|
+$476K
|
+16,300
|
New
|
|
|
10
|
|
$419K
|
+$220K
|
+7,533
|
+104%
|
|
|
11
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$300K
|
+$70.1K
|
+2,401
|
+29%
|
|
|
12
|
IFP Advisors
Tampa,
Florida
|
$239K
|
+$13.1K
|
+449
|
+6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$124K
|
+$127K
|
+4,355
|
+43,550%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$119K
|
–
|
–
|
–
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.2K
|
–
|
–
|
–
|
|
|
16
|
|
$5.58K
|
–
|
–
|
–
|
|
|
17
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.84K
|
–
|
–
|
–
|
|
|
18
|
Arax Advisory Partners
Denver,
Colorado
|
$2.84K
|
+$2.92K
|
+100
|
New
|
|
|
19
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$239K
|
-8,295
|
Closed
|
|
