|
1
|
|
$8.55M
|
+$8.55M
|
+169,727
|
New
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$5.67M
|
-$7.2K
|
-143
|
-0.1%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.58M
|
+$229K
|
+4,549
|
+17%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.54M
|
-$2.06M
|
-40,852
|
-57%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.13M
|
+$820K
|
+16,275
|
+269%
|
|
|
6
|
Intelligence Driven Advisers
Carlsbad,
California
|
$793K
|
-$3.87M
|
-76,802
|
-83%
|
|
|
7
|
ProVise Management Group
Clearwater,
Florida
|
$764K
|
-$446K
|
-8,857
|
-37%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$641K
|
-$307K
|
-6,092
|
-32%
|
|
|
9
|
Flow Traders U.S.
New York
|
$414K
|
+$414K
|
+8,227
|
New
|
|
|
10
|
Institute for Wealth Management
Denver,
Colorado
|
$342K
|
+$23.5K
|
+466
|
+7%
|
|
|
11
|
One Capital Management
Westlake Village,
California
|
$293K
|
+$34.6K
|
+687
|
+13%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$274K
|
+$54.3K
|
+1,078
|
+25%
|
|
|
13
|
Webster Bank
Waterbury,
Connecticut
|
$229K
|
+$183K
|
+3,626
|
+394%
|
|
|
14
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$218K
|
+$51.6K
|
+1,025
|
+31%
|
|
|
15
|
ACG Wealth
Atlanta,
Georgia
|
$211K
|
-$6.5K
|
-129
|
-3%
|
|
|
16
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$103K
|
+$103K
|
+2,043
|
New
|
|
|
17
|
Winch Advisory Services
Appleton,
Wisconsin
|
$63K
|
+$353
|
+7
|
+0.6%
|
|
|
18
|
|
$58K
|
+$58.3K
|
+1,158
|
New
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$34K
|
+$9.02K
|
+179
|
+36%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18K
|
-$20.3K
|
-403
|
-53%
|
|
|
21
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$10K
|
-$8.81K
|
-175
|
-47%
|
|
|
22
|
Denver PWM
Denver,
Colorado
|
$6.78K
|
+$6.75K
|
+134
|
New
|
|
|
23
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$5.54K
|
+$5.54K
|
+110
|
New
|
|
|
24
|
|
–
|
-$1.6M
|
-31,749
|
Closed
|
|
|
25
|
Royal Fund Management
Lady Lake,
Florida
|
–
|
-$13K
|
-265
|
Closed
|
|
