|
1
|
Bank of America
Charlotte,
North Carolina
|
$200M
|
+$9.43M
|
+336,213
|
+5%
|
|
|
2
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$57.3M
|
+$38.1M
|
+1,356,777
|
+198%
|
|
|
3
|
Nottingham Advisors
Amherst,
New York
|
$18.6M
|
+$5.97M
|
+212,846
|
+47%
|
|
|
4
|
|
$9.56M
|
+$267K
|
+9,506
|
+3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$6.45M
|
+$389K
|
+13,869
|
+6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.06M
|
+$3.06M
|
+109,083
|
New
|
|
|
7
|
|
$2.5M
|
+$2.5M
|
+89,051
|
New
|
|
|
8
|
|
$2.5M
|
+$1.72M
|
+61,168
|
+220%
|
|
|
9
|
Community Bank
Dewitt,
New York
|
$2.34M
|
+$313K
|
+11,150
|
+15%
|
|
|
10
|
Confluence Wealth Management
Portland,
Oregon
|
$2.33M
|
+$3.09K
|
+110
|
+0.1%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$2.07M
|
+$2.07M
|
+73,882
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$1.37M
|
+$1.28M
|
+45,671
|
+1,433%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.18M
|
+$1.18M
|
+41,938
|
New
|
|
|
14
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$935K
|
+$615K
|
+21,931
|
+193%
|
|
|
15
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$785K
|
+$785K
|
+27,970
|
New
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$778K
|
+$777K
|
+27,710
|
New
|
|
|
17
|
First Trust Advisors
Wheaton,
Illinois
|
$417K
|
+$417K
|
+14,856
|
New
|
|
|
18
|
LifePlan Financial Group
Dayton,
Ohio
|
$338K
|
-$5.26M
|
-187,449
|
-94%
|
|
|
19
|
American International Group
New York
|
$106K
|
+$106K
|
+3,794
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37K
|
+$18.6K
|
+663
|
+101%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$8K
|
-$18.6K
|
-664
|
-70%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
25
|
Simply Money Advisors
Cincinnati,
Ohio
|
–
|
-$38.4M
|
-1,343,957
|
Closed
|
|
