|
1
|
Objectivity Squared
Charleston,
South Carolina
|
$15.7M
|
-$168K
|
-5,086
|
-1%
|
|
|
2
|
Americana Partners
Houston,
Texas
|
$15.5M
|
+$360K
|
+10,893
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.51M
|
+$3.48M
|
+105,275
|
New
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.35M
|
+$2.2M
|
+66,644
|
+198%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.93M
|
+$2.62M
|
+79,370
|
+933%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.56M
|
-$32.2K
|
-975
|
-1%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$2.04M
|
-$583K
|
-17,651
|
-22%
|
|
|
8
|
Corrado Advisors
Ramsey,
New Jersey
|
$1.63M
|
-$40.7K
|
-1,232
|
-2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.54M
|
-$2.57M
|
-77,717
|
-63%
|
|
|
10
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.11M
|
+$1.1M
|
+33,298
|
New
|
|
|
11
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$748K
|
-$133K
|
-4,036
|
-15%
|
|
|
12
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$634K
|
+$628K
|
+18,993
|
New
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$521K
|
+$516K
|
+15,622
|
New
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$497K
|
-$131K
|
-3,959
|
-21%
|
|
|
15
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$293K
|
-$19.1K
|
-577
|
-6%
|
|
|
16
|
Holistic Planning
Nacogdoches,
Texas
|
$239K
|
–
|
–
|
–
|
|
|
17
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$202K
|
-$8.29K
|
-251
|
-4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$54.5K
|
+$51.8K
|
+1,568
|
+2,450%
|
|
|
19
|
Steward Partners Investment Advisory
New York
|
$40.1K
|
–
|
–
|
–
|
|
|
20
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$22K
|
–
|
–
|
–
|
|
|
21
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$17.3K
|
–
|
–
|
–
|
|
|
22
|
|
$10.1K
|
-$496
|
-15
|
-5%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
+$3.27K
|
+99
|
New
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$498K
|
-15,182
|
Closed
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$257K
|
-7,824
|
Closed
|
|
