|
1
|
American Century Companies
Kansas City,
Missouri
|
$73.7M
|
+$2.85M
|
+54,439
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$35M
|
+$1.6M
|
+30,624
|
+5%
|
|
|
3
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$14.1M
|
+$373K
|
+7,133
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.23M
|
+$8.55M
|
+163,494
|
+1,140%
|
|
|
5
|
ACG Wealth
Atlanta,
Georgia
|
$4.16M
|
+$4.18M
|
+80,008
|
New
|
|
|
6
|
Denver PWM
Denver,
Colorado
|
$3.17M
|
+$3.19M
|
+60,953
|
New
|
|
|
7
|
Brio Consultants
San Francisco,
California
|
$1.31M
|
+$160K
|
+3,058
|
+14%
|
|
|
8
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.3M
|
+$1.31M
|
+24,973
|
New
|
|
|
9
|
|
$1.28M
|
-$154K
|
-2,938
|
-11%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$750K
|
-$808K
|
-15,458
|
-52%
|
|
|
11
|
Synovus Financial
Columbus,
Georgia
|
$602K
|
+$606K
|
+11,591
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$341K
|
+$343K
|
+6,568
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$310K
|
+$40.6K
|
+777
|
+15%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$279K
|
–
|
–
|
–
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$270K
|
+$273K
|
+5,218
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$248K
|
+$250K
|
+4,780
|
New
|
|
|
17
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$96K
|
+$30.2K
|
+577
|
+45%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$75K
|
-$18K
|
-345
|
-19%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$20K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$5K
|
-$314
|
-6
|
-6%
|
|
|
22
|
IAM Advisory
Easton,
Pennsylvania
|
–
|
-$10.7M
|
-205,433
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$952K
|
-19,061
|
Closed
|
|
|
24
|
SG Americas Securities
New York
|
–
|
-$168K
|
-3,371
|
Closed
|
|
|
25
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$45K
|
-912
|
Closed
|
|
