|
1
|
|
$126M
|
-$11.7M
|
-243,673
|
-8%
|
|
|
2
|
|
$20.2M
|
+$4.05M
|
+84,020
|
+25%
|
|
|
3
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.34M
|
-$184K
|
-3,819
|
-7%
|
|
|
4
|
Advisor Group
Phoenix,
Arizona
|
$2.24M
|
+$271K
|
+5,617
|
+14%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.46M
|
-$24.8K
|
-515
|
-2%
|
|
|
6
|
|
$1.25M
|
+$875K
|
+18,156
|
+221%
|
|
|
7
|
Grimes & Company
Westborough,
Massachusetts
|
$1.12M
|
-$145K
|
-3,014
|
-11%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.02M
|
+$1.03M
|
+21,478
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$807K
|
-$38.3K
|
-796
|
-4%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$382K
|
-$39K
|
-810
|
-9%
|
|
|
11
|
West Branch Capital
Amherst,
Massachusetts
|
$358K
|
+$363K
|
+7,541
|
New
|
|
|
12
|
Wharton Business Group
Malvern,
Pennsylvania
|
$281K
|
–
|
–
|
–
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$279K
|
+$283K
|
+5,881
|
New
|
|
|
14
|
WealthPLAN Partners
Omaha,
Nebraska
|
$240K
|
-$22.5K
|
-468
|
-8%
|
|
|
15
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$238K
|
+$8.86K
|
+184
|
+4%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$63K
|
+$48
|
+1
|
+0.1%
|
|
|
17
|
SEI Investments
Oaks,
Pennsylvania
|
$57K
|
+$57.8K
|
+1,200
|
New
|
|
|
18
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$25K
|
+$24.9K
|
+516
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$14K
|
-$87.5K
|
-1,816
|
-86%
|
|
|
20
|
Gryphon Financial Partners
Columbus,
Ohio
|
$10K
|
+$10.1K
|
+210
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
22
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6K
|
+$5.78K
|
+120
|
New
|
|
|
23
|
|
–
|
-$333K
|
-7,331
|
Closed
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$121K
|
-2,669
|
Closed
|
|
|
25
|
Calton & Associates
Tampa,
Florida
|
–
|
-$3K
|
-81
|
Closed
|
|
