|
1
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$17.1M
|
-$2.54M
|
-67,506
|
-13%
|
|
|
2
|
Evergreen Capital Management
Bellevue,
Washington
|
$16.2M
|
-$13.6M
|
-362,272
|
-46%
|
|
|
3
|
|
$13.1M
|
+$10.3M
|
+273,715
|
+371%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.68M
|
+$2.73M
|
+72,678
|
+292%
|
|
|
5
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.12M
|
+$27.9K
|
+743
|
+0.9%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.88M
|
+$989K
|
+26,291
|
+53%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.51M
|
+$894K
|
+23,766
|
+146%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$629K
|
+$38.1K
|
+1,014
|
+6%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$563K
|
+$1.28K
|
+34
|
+0.2%
|
|
|
10
|
Truist Financial
Charlotte,
North Carolina
|
$557K
|
-$699K
|
-18,576
|
-56%
|
|
|
11
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$404K
|
-$2.63K
|
-70
|
-0.6%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$378K
|
–
|
–
|
–
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$345K
|
-$200K
|
-5,331
|
-37%
|
|
|
14
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$288K
|
+$287K
|
+7,640
|
New
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$278K
|
-$699K
|
-18,576
|
-72%
|
|
|
16
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$245K
|
–
|
–
|
–
|
|
|
17
|
Madison Wealth Partners
Madison,
Wisconsin
|
$221K
|
-$2.67K
|
-71
|
-1%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$217K
|
+$216K
|
+5,737
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$140K
|
+$30.9K
|
+821
|
+28%
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$128K
|
+$8.61K
|
+229
|
+7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$99.2K
|
+$47.1K
|
+1,252
|
+91%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$36.8K
|
+$36.7K
|
+975
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
–
|
–
|
–
|
|
|
24
|
Westside Investment Management
Santa Monica,
California
|
$45
|
–
|
–
|
–
|
|
|
25
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$272K
|
-7,272
|
Closed
|
|
