|
1
|
Fluent Financial
Dallas,
Texas
|
$23.5M
|
+$4.71M
|
+94,841
|
+24%
|
|
|
2
|
|
$20.4M
|
+$20.3M
|
+409,069
|
+3,651%
|
|
|
3
|
True Wealth Design
Akron,
Ohio
|
$7.2M
|
+$7.36M
|
+148,013
|
New
|
|
|
4
|
WJ Interests
Sugar Land,
Texas
|
$3.82M
|
+$118K
|
+2,378
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.19M
|
+$2.24M
|
+45,127
|
New
|
|
|
6
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1.46M
|
–
|
–
|
–
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$935K
|
+$956K
|
+19,227
|
New
|
|
|
8
|
Prosperity Wealth Management
San Ramon,
California
|
$787K
|
+$40.4K
|
+812
|
+5%
|
|
|
9
|
Intrepid Family Office
Sarasota,
Florida
|
$713K
|
–
|
–
|
–
|
|
|
10
|
GK Wealth Management
Reno,
Nevada
|
$359K
|
-$269K
|
-5,420
|
-42%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$331K
|
+$339K
|
+6,812
|
New
|
|
|
12
|
Principal Securities
Des Moines,
Iowa
|
$331K
|
+$339K
|
+6,812
|
New
|
|
|
13
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$207K
|
+$211K
|
+4,251
|
New
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$195K
|
+$200K
|
+4,020
|
New
|
|
|
15
|
Ancora Advisors
Cleveland,
Ohio
|
$96.3K
|
+$3.98K
|
+80
|
+4%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$86.9K
|
-$129K
|
-2,598
|
-59%
|
|
|
17
|
AE Wealth Management
Topeka,
Kansas
|
$79.4K
|
-$5.48M
|
-110,201
|
-99%
|
|
|
18
|
Montag & Associates
Atlanta,
Georgia
|
$75.9K
|
+$77.6K
|
+1,561
|
New
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$63.8K
|
+$65.2K
|
+1,312
|
New
|
|
|
20
|
Cove Street Capital
El Segundo,
California
|
$63.3K
|
–
|
–
|
–
|
|
|
21
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$43.8K
|
-$4.32M
|
-86,969
|
-99%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$5.06K
|
+$5.17K
|
+104
|
New
|
|
|
23
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$12.5M
|
-233,253
|
Closed
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$3.7M
|
-69,080
|
Closed
|
|
|
25
|
Barclays
London,
United Kingdom
|
–
|
-$3.21M
|
-60,000
|
Closed
|
|
