|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$10.2M
|
+208,968
|
+1,091%
|
|
|
2
|
Intelligence Driven Advisers
Carlsbad,
California
|
$10.3M
|
+$10.2M
|
+210,039
|
New
|
|
|
3
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.2M
|
+$1.19M
|
+24,538
|
New
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$328K
|
+$326K
|
+6,710
|
New
|
|
|
5
|
Institute for Wealth Management
Denver,
Colorado
|
$290K
|
+$289K
|
+5,934
|
New
|
|
|
6
|
One Capital Management
Westlake Village,
California
|
$261K
|
-$45.2K
|
-929
|
-15%
|
|
|
7
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$253K
|
+$252K
|
+5,183
|
New
|
|
|
8
|
ACG Wealth
Atlanta,
Georgia
|
$249K
|
-$35.8K
|
-736
|
-13%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$141K
|
-$7.83K
|
-161
|
-5%
|
|
|
10
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$77K
|
+$76.5K
|
+1,572
|
New
|
|
|
11
|
Winch Advisory Services
Appleton,
Wisconsin
|
$48K
|
+$487
|
+10
|
+1%
|
|
|
12
|
|
$42K
|
–
|
–
|
–
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$25K
|
+$2.53K
|
+52
|
+12%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
+$19.9K
|
+409
|
New
|
|
|
15
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$5.86K
|
+$5.84K
|
+120
|
New
|
|
|
16
|
|
–
|
-$3.25M
|
-66,629
|
Closed
|
|
|
17
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
–
|
-$259K
|
-5,307
|
Closed
|
|
|
18
|
WealthShield Partners
Cary,
North Carolina
|
–
|
+$195
|
+4
|
New
|
|
