|
1
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$5.86M
|
+$191K
|
+7,359
|
+3%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$3.9M
|
–
|
–
|
–
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$3.78M
|
+$311K
|
+11,976
|
+9%
|
|
|
4
|
|
$2.76M
|
+$766K
|
+29,470
|
+38%
|
|
|
5
|
Krilogy Financial
St. Louis,
Missouri
|
$2.67M
|
+$203K
|
+7,812
|
+8%
|
|
|
6
|
Colony Group
Boston,
Massachusetts
|
$2.45M
|
-$126K
|
-4,850
|
-5%
|
|
|
7
|
|
$2.31M
|
+$357K
|
+13,713
|
+18%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$989K
|
+$75.2K
|
+2,893
|
+8%
|
|
|
9
|
Aviance Capital Management
Sarasota,
Florida
|
$985K
|
+$35.5K
|
+1,365
|
+4%
|
|
|
10
|
Fagan Associates
Troy,
New York
|
$655K
|
-$2.55K
|
-98
|
-0.4%
|
|
|
11
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$391K
|
+$396K
|
+15,231
|
New
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$313K
|
+$317K
|
+12,175
|
New
|
|
|
13
|
|
$304K
|
-$736K
|
-28,293
|
-70%
|
|
|
14
|
Institute for Wealth Management
Denver,
Colorado
|
$271K
|
+$279K
|
+10,717
|
New
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$258K
|
+$3.75K
|
+144
|
+1%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$181K
|
+$184K
|
+7,057
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$170K
|
-$253K
|
-9,744
|
-60%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$92K
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$63K
|
–
|
–
|
–
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$58K
|
+$58.7K
|
+2,257
|
New
|
|
|
21
|
LifePlan Financial Group
Dayton,
Ohio
|
$30K
|
+$30.7K
|
+1,179
|
New
|
|
|
22
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$14K
|
+$26
|
+1
|
+0.2%
|
|
|
23
|
|
$14K
|
+$13.9K
|
+533
|
New
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
25
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$6K
|
-$10.9K
|
-420
|
-66%
|
|
