|
1
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$6.38M
|
+$610K
|
+23,889
|
+10%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$4.18M
|
+$332K
|
+13,000
|
+9%
|
|
|
3
|
|
$2.89M
|
+$173K
|
+6,775
|
+6%
|
|
|
4
|
Krilogy Financial
St. Louis,
Missouri
|
$2.75M
|
+$121K
|
+4,754
|
+5%
|
|
|
5
|
|
$2.57M
|
+$297K
|
+11,628
|
+13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.54M
|
-$1.19M
|
-46,675
|
-32%
|
|
|
7
|
Colony Group
Boston,
Massachusetts
|
$1.98M
|
-$444K
|
-17,405
|
-18%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.21M
|
+$912K
|
+35,741
|
+294%
|
|
|
9
|
Flow Traders U.S.
New York
|
$1.14M
|
+$1.15M
|
+44,937
|
New
|
|
|
10
|
Aviance Capital Management
Sarasota,
Florida
|
$895K
|
-$76.3K
|
-2,988
|
-8%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$880K
|
+$707K
|
+27,708
|
+393%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$847K
|
-$129K
|
-5,059
|
-13%
|
|
|
13
|
|
$791K
|
+$494K
|
+19,375
|
+163%
|
|
|
14
|
Fagan Associates
Troy,
New York
|
$571K
|
-$75.8K
|
-2,972
|
-12%
|
|
|
15
|
Institute for Wealth Management
Denver,
Colorado
|
$272K
|
+$1.56K
|
+61
|
+0.6%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$202K
|
+$204K
|
+7,981
|
New
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$91K
|
–
|
–
|
–
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$62K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$44K
|
-$124K
|
-4,856
|
-74%
|
|
|
20
|
LifePlan Financial Group
Dayton,
Ohio
|
$28K
|
-$2.02K
|
-79
|
-7%
|
|
|
21
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$15K
|
+$1.33K
|
+52
|
+9%
|
|
|
22
|
|
$13K
|
–
|
–
|
–
|
|
|
23
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$8K
|
+$8.68K
|
+340
|
New
|
|
|
24
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
–
|
-$391K
|
-15,231
|
Closed
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$258K
|
-10,064
|
Closed
|
|
