|
1
|
|
$5.14M
|
–
|
–
|
–
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.59M
|
-$312K
|
-5,706
|
-6%
|
|
|
3
|
Fulcrum Equity Management
Plano,
Texas
|
$4.56M
|
+$1.25M
|
+22,834
|
+35%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.02M
|
+$42K
|
+768
|
+2%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.32M
|
+$434K
|
+7,933
|
+45%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$827K
|
+$8.53K
|
+156
|
+1%
|
|
|
7
|
|
$654K
|
+$111K
|
+2,023
|
+19%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$488K
|
+$32.3K
|
+590
|
+7%
|
|
|
9
|
Harbour Investments
Madison,
Wisconsin
|
$248K
|
+$264K
|
+4,827
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$226K
|
-$9.57K
|
-175
|
-4%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$220K
|
+$2.46K
|
+45
|
+1%
|
|
|
12
|
BHF RG Capital
Scottsdale,
Arizona
|
$212K
|
-$23.4K
|
-428
|
-9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$141K
|
+$150K
|
+2,753
|
New
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$51K
|
–
|
–
|
–
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$43.1K
|
+$16.4K
|
+300
|
+56%
|
|
|
16
|
RMR Wealth Builders
Montclair,
New Jersey
|
$36K
|
+$35.1K
|
+642
|
+958%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$34K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$21K
|
-$328
|
-6
|
-1%
|
|
|
19
|
Eudaimonia Partners
Winchester,
Tennessee
|
$20K
|
+$20.9K
|
+382
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$19K
|
-$37.8K
|
-691
|
-65%
|
|
|
21
|
Retirement Group
San Diego,
California
|
$13K
|
–
|
–
|
–
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$635K
|
-12,801
|
Closed
|
|
|
23
|
Diversified
Wilmington,
Delaware
|
–
|
-$5K
|
-138
|
Closed
|
|
|
24
|
Montag & Associates
Atlanta,
Georgia
|
–
|
+$164
|
+3
|
New
|
|
