|
1
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$27M
|
-$4.12M
|
-162,309
|
-11%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.42M
|
+$5.41M
|
+213,036
|
New
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$2.19M
|
+$2.31M
|
+91,015
|
+624%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.7M
|
+$1.73M
|
+68,298
|
+504%
|
|
|
5
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.69M
|
+$1.94M
|
+76,491
|
+1,560%
|
|
|
6
|
LVZ Inc
Holland,
Michigan
|
$1.59M
|
+$649K
|
+25,590
|
+50%
|
|
|
7
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$986K
|
+$111K
|
+4,375
|
+10%
|
|
|
8
|
Cetera Advisor Networks
El Segundo,
California
|
$755K
|
+$24.8K
|
+977
|
+3%
|
|
|
9
|
|
$719K
|
+$555K
|
+21,883
|
+171%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$656K
|
-$1.4K
|
-55
|
-0.2%
|
|
|
11
|
M Holdings Securities
Portland,
Oregon
|
$507K
|
+$620K
|
+24,442
|
New
|
|
|
12
|
|
$373K
|
+$456K
|
+17,986
|
New
|
|
|
13
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$321K
|
+$135K
|
+5,305
|
+52%
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$31K
|
-$1.07K
|
-42
|
-3%
|
|
|
15
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$15K
|
+$5.1K
|
+201
|
+38%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$5K
|
+$6.34K
|
+250
|
New
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2K
|
+$1.9K
|
+75
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$2K
|
+$2.13K
|
+84
|
New
|
|
|
19
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$638K
|
-23,473
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$25
|
-1
|
Closed
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$25
|
+1
|
New
|
|
|
22
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
+$457
|
+18
|
New
|
|
