|
1
|
Citadel Advisors
Miami,
Florida
|
$5.66M
|
+$5.06M
|
+101,546
|
+920%
|
|
|
2
|
Intelligence Driven Advisers
Carlsbad,
California
|
$4.65M
|
-$6.5M
|
-130,390
|
-58%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.59M
|
+$3.56M
|
+71,336
|
New
|
|
|
4
|
|
$1.6M
|
+$1.58M
|
+31,749
|
New
|
|
|
5
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.35M
|
+$229K
|
+4,588
|
+21%
|
|
|
6
|
ProVise Management Group
Clearwater,
Florida
|
$1.21M
|
+$1.2M
|
+24,028
|
New
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$946K
|
-$253K
|
-5,073
|
-21%
|
|
|
8
|
Institute for Wealth Management
Denver,
Colorado
|
$318K
|
+$19.9K
|
+400
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$305K
|
+$267K
|
+5,348
|
+752%
|
|
|
10
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$292K
|
+$16.9K
|
+339
|
+6%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$258K
|
+$548
|
+11
|
+0.2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$220K
|
+$73.4K
|
+1,473
|
+51%
|
|
|
13
|
ACG Wealth
Atlanta,
Georgia
|
$217K
|
-$13.5K
|
-270
|
-6%
|
|
|
14
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$166K
|
+$30.6K
|
+614
|
+23%
|
|
|
15
|
Winch Advisory Services
Appleton,
Wisconsin
|
$62K
|
+$449
|
+9
|
+0.7%
|
|
|
16
|
Webster Bank
Waterbury,
Connecticut
|
$46K
|
+$45.9K
|
+921
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38K
|
+$17.5K
|
+351
|
+86%
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$25K
|
+$349
|
+7
|
+1%
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$19K
|
+$18.4K
|
+370
|
New
|
|
|
20
|
Royal Fund Management
Lady Lake,
Florida
|
$13K
|
+$13.2K
|
+265
|
New
|
|
|
21
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$6.54K
|
+$6.48K
|
+130
|
New
|
|
|
22
|
|
–
|
-$6.61M
|
-132,968
|
Closed
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$575K
|
-11,572
|
Closed
|
|
|
24
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$357K
|
-7,192
|
Closed
|
|
|
25
|
|
–
|
-$43K
|
-866
|
Closed
|
|
