|
1
|
Financial Enhancement Group
Anderson,
Indiana
|
$26.4M
|
-$149K
|
-4,671
|
-0.5%
|
|
|
2
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12.7M
|
+$966K
|
+30,366
|
+8%
|
|
|
3
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.63M
|
+$167K
|
+5,247
|
+7%
|
|
|
4
|
Prospera Financial Services
Dallas,
Texas
|
$2.45M
|
+$48.6K
|
+1,529
|
+2%
|
|
|
5
|
Fagan Associates
Troy,
New York
|
$2.1M
|
+$35.3K
|
+1,109
|
+2%
|
|
|
6
|
IFP Advisors
Tampa,
Florida
|
$1.55M
|
+$377K
|
+11,866
|
+31%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.35M
|
-$9.15M
|
-287,493
|
-87%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.02M
|
+$246K
|
+7,728
|
+30%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$810K
|
-$18.4K
|
-578
|
-2%
|
|
|
10
|
Old Mission Capital
Chicago,
Illinois
|
$742K
|
+$770K
|
+24,199
|
New
|
|
|
11
|
|
$573K
|
+$594K
|
+18,681
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$290K
|
-$371K
|
-11,655
|
-55%
|
|
|
13
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$35.1K
|
-$36.4K
|
-1,145
|
-50%
|
|
|
14
|
Bartlett & Co
Cincinnati,
Ohio
|
$35K
|
-$36.4K
|
-1,145
|
-50%
|
|
|
15
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
17
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$10K
|
+$64
|
+2
|
+0.6%
|
|
|
18
|
|
$5K
|
–
|
–
|
–
|
|
|
19
|
Bison Wealth
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
20
|
Leelyn Smith
Geneva,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
21
|
Clearview Wealth Advisors
Salem,
Oregon
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$487K
|
-15,894
|
Closed
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
–
|
+$699K
|
+21,961
|
New
|
|
