|
1
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$3.93M
|
+$222K
|
+8,532
|
+6%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$3.49M
|
-$818K
|
-31,500
|
-19%
|
|
|
3
|
|
$3.33M
|
-$1.74M
|
-67,131
|
-35%
|
|
|
4
|
|
$2.44M
|
+$161K
|
+6,187
|
+7%
|
|
|
5
|
|
$1.69M
|
+$1.68M
|
+64,752
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.63M
|
+$528K
|
+20,344
|
+49%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.45M
|
+$1.06M
|
+40,678
|
+272%
|
|
|
8
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.35M
|
+$254K
|
+9,767
|
+23%
|
|
|
9
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.29M
|
-$1.44M
|
-55,568
|
-53%
|
|
|
10
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.18M
|
+$101K
|
+3,875
|
+9%
|
|
|
11
|
Colony Group
Boston,
Massachusetts
|
$868K
|
-$252K
|
-9,700
|
-23%
|
|
|
12
|
Flow Traders U.S.
New York
|
$747K
|
+$308K
|
+11,844
|
+71%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$725K
|
-$11.9K
|
-460
|
-2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$556K
|
+$552K
|
+21,234
|
New
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
$447K
|
+$444K
|
+17,087
|
New
|
|
|
16
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$351K
|
+$15.2K
|
+586
|
+5%
|
|
|
17
|
Institute for Wealth Management
Denver,
Colorado
|
$275K
|
-$2.05K
|
-79
|
-0.7%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$215K
|
+$213K
|
+8,212
|
New
|
|
|
19
|
Fagan Associates
Troy,
New York
|
$211K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$118K
|
+$117K
|
+4,500
|
New
|
|
|
21
|
Family Management
New York
|
$50K
|
+$49.2K
|
+1,895
|
New
|
|
|
22
|
LifePlan Financial Group
Dayton,
Ohio
|
$20K
|
-$92.5K
|
-3,562
|
-82%
|
|
|
23
|
Focused Wealth Management
Newburgh,
New York
|
$17K
|
-$45.6K
|
-1,755
|
-73%
|
|
|
24
|
US Bancorp
Minneapolis,
Minnesota
|
$17K
|
–
|
–
|
–
|
|
|
25
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$16K
|
+$104
|
+4
|
+0.6%
|
|
