|
1
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.68M
|
+$8.24M
|
+279,370
|
New
|
|
|
2
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$7.87M
|
-$76.1M
|
-2,580,441
|
-91%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.81M
|
+$440K
|
+14,928
|
+11%
|
|
|
4
|
GTS Securities
Miami,
Florida
|
$1.15M
|
+$862K
|
+29,243
|
+377%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$952K
|
+$904K
|
+30,659
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$450K
|
+$428K
|
+14,497
|
New
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$287K
|
+$295
|
+10
|
+0.1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$244K
|
-$25.9K
|
-878
|
-10%
|
|
|
9
|
|
$240K
|
-$1.14M
|
-38,603
|
-83%
|
|
|
10
|
|
$62.3K
|
-$317K
|
-10,737
|
-84%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$54.7K
|
+$26K
|
+881
|
+100%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.2K
|
+$43K
|
+1,457
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$38.1K
|
+$25.2K
|
+855
|
+230%
|
|
|
14
|
Raymond James Financial
St Petersburg,
Florida
|
$24.8K
|
+$23.6K
|
+800
|
New
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$20.1K
|
+$19.1K
|
+648
|
New
|
|
|
16
|
|
$73
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$54
|
+$29
|
+1
|
+100%
|
|
