|
1
|
|
$450M
|
–
|
–
|
–
|
|
|
2
|
|
$11.7M
|
+$5.64M
|
+53,449
|
+93%
|
|
|
3
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.1M
|
-$2.91M
|
-27,556
|
-21%
|
|
|
4
|
IndexIQ Advisors
New York
|
$9.65M
|
-$2.01M
|
-19,088
|
-17%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.14M
|
-$1.15M
|
-10,857
|
-12%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.74M
|
-$3.5M
|
-33,211
|
-48%
|
|
|
7
|
First Allied Advisory Services
San Diego,
California
|
$3.21M
|
-$171K
|
-1,619
|
-5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.08M
|
+$1.39M
|
+13,151
|
+82%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.5M
|
+$719K
|
+6,818
|
+40%
|
|
|
10
|
|
$1.7M
|
+$1.18M
|
+11,170
|
+225%
|
|
|
11
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.23M
|
+$1.22M
|
+11,609
|
New
|
|
|
12
|
RDA Financial Network
Akron,
Iowa
|
$1.18M
|
+$1.18M
|
+11,158
|
New
|
|
|
13
|
Principal Financial Group
Des Moines,
Iowa
|
$542K
|
+$124K
|
+1,171
|
+30%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$450K
|
+$451K
|
+4,270
|
New
|
|
|
15
|
Verity & Verity
Beaufort,
South Carolina
|
$331K
|
+$331K
|
+3,135
|
New
|
|
|
16
|
Virtue Capital Management
Brentwood,
Tennessee
|
$277K
|
-$38.6K
|
-366
|
-12%
|
|
|
17
|
Verity Asset Management
Durham,
North Carolina
|
$205K
|
-$85.2K
|
-807
|
-29%
|
|
|
18
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$105K
|
–
|
–
|
–
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$53K
|
+$52.8K
|
+500
|
New
|
|
|
20
|
SEI Investments
Oaks,
Pennsylvania
|
$50K
|
+$950
|
+9
|
+2%
|
|
|
21
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$10K
|
+$10.4K
|
+99
|
+9,900%
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
+$2.11K
|
+20
|
New
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
24
|
Sterling Global Strategies
Carlsbad,
California
|
–
|
-$917K
|
-8,699
|
Closed
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$460K
|
-4,362
|
Closed
|
|
