|
1
|
Intelligence Driven Advisers
Carlsbad,
California
|
$11.1M
|
+$635K
|
+12,901
|
+6%
|
|
|
2
|
|
$6.61M
|
+$6.55M
|
+132,968
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.19M
|
-$10.1M
|
-204,229
|
-90%
|
|
|
4
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.11M
|
+$1.1M
|
+22,323
|
New
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$575K
|
+$570K
|
+11,572
|
New
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$548K
|
+$543K
|
+11,037
|
New
|
|
|
7
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$357K
|
+$354K
|
+7,192
|
New
|
|
|
8
|
Institute for Wealth Management
Denver,
Colorado
|
$294K
|
-$640
|
-13
|
-0.2%
|
|
|
9
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$272K
|
+$14.1K
|
+286
|
+6%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$254K
|
-$11K
|
-224
|
-4%
|
|
|
11
|
ACG Wealth
Atlanta,
Georgia
|
$227K
|
-$25.5K
|
-517
|
-10%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$144K
|
+$492
|
+10
|
+0.3%
|
|
|
13
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$133K
|
+$54.8K
|
+1,113
|
+71%
|
|
|
14
|
Winch Advisory Services
Appleton,
Wisconsin
|
$61K
|
+$12.3K
|
+249
|
+25%
|
|
|
15
|
|
$43K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$35K
|
+$35K
|
+711
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$25K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
–
|
–
|
–
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$11K
|
+$11.3K
|
+230
|
New
|
|
|
20
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$1.21M
|
-24,538
|
Closed
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$328K
|
-6,710
|
Closed
|
|
|
22
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$5.86K
|
-120
|
Closed
|
|
