|
1
|
American Century Companies
Kansas City,
Missouri
|
$68.1M
|
-$3.46M
|
-69,763
|
-5%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$32.1M
|
+$3.97M
|
+79,986
|
+14%
|
|
|
3
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$13.2M
|
+$2.49M
|
+50,282
|
+24%
|
|
|
4
|
IAM Advisory
Easton,
Pennsylvania
|
$10.7M
|
+$78K
|
+1,573
|
+0.8%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$1.49M
|
+$1.48M
|
+29,899
|
New
|
|
|
6
|
|
$1.38M
|
+$84K
|
+1,694
|
+7%
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$1.11M
|
+$70.7K
|
+1,425
|
+7%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$952K
|
-$265K
|
-5,344
|
-22%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$716K
|
+$238K
|
+4,803
|
+50%
|
|
|
10
|
Peak Planning Group
Centennial,
Colorado
|
$657K
|
+$201K
|
+4,055
|
+45%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$268K
|
+$1.14K
|
+23
|
+0.4%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$259K
|
+$36.2K
|
+730
|
+16%
|
|
|
13
|
SG Americas Securities
New York
|
$168K
|
-$1.19M
|
-23,980
|
-88%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$89K
|
+$88.3K
|
+1,780
|
New
|
|
|
15
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$64K
|
–
|
–
|
–
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$45K
|
+$45.2K
|
+912
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$19K
|
+$18.7K
|
+377
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$5K
|
+$5.31K
|
+107
|
New
|
|
|
20
|
Smith Anglin Financial
Dallas,
Texas
|
–
|
-$302K
|
-6,279
|
Closed
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
–
|
-$198
|
-4
|
Closed
|
|
