|
1
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$101M
|
+$645K
|
+24,995
|
+0.6%
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$19.6M
|
+$10.1M
|
+391,970
|
+107%
|
|
|
3
|
Brookwood Investment Group
Phoenix,
Arizona
|
$4.11M
|
-$53.4K
|
-2,069
|
-1%
|
|
|
4
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$3.48M
|
+$3.48M
|
+134,910
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.81M
|
+$7.77K
|
+301
|
+0.3%
|
|
|
6
|
Steward Partners Investment Advisory
New York
|
$2.75M
|
+$1.08M
|
+41,802
|
+65%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$2.45M
|
+$514K
|
+19,899
|
+26%
|
|
|
8
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$1.38M
|
-$135K
|
-5,224
|
-9%
|
|
|
9
|
Alteri Wealth
Westlake Village,
California
|
$926K
|
+$81.7K
|
+3,162
|
+10%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$886K
|
+$632K
|
+24,475
|
+248%
|
|
|
11
|
Atlas Wealth
Cincinnati,
Ohio
|
$582K
|
-$2.76K
|
-107
|
-0.5%
|
|
|
12
|
|
$498K
|
+$498K
|
+19,291
|
New
|
|
|
13
|
Mission Creek Capital Partners
San Francisco,
California
|
$286K
|
-$40.3K
|
-1,562
|
-12%
|
|
|
14
|
Avantax Planning Partners
Dubuque,
Iowa
|
$255K
|
+$255K
|
+9,863
|
New
|
|
|
15
|
Victory Financial Group
Austin,
Texas
|
$245K
|
+$245K
|
+9,479
|
New
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$194K
|
+$64.7K
|
+2,506
|
+50%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$31.6K
|
+$25.9K
|
+1,004
|
+454%
|
|
|
18
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$517
|
–
|
–
|
–
|
|
|
19
|
Mount Yale Investment Advisors
Denver,
Colorado
|
–
|
-$412K
|
-15,984
|
Closed
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$412K
|
-15,984
|
Closed
|
|
