|
1
|
|
$1.55B
|
+$110M
|
+1,302,672
|
+8%
|
|
|
2
|
55I LLC
Boston,
Massachusetts
|
$2.95M
|
-$1.45M
|
-17,142
|
-33%
|
|
|
3
|
|
$2.4M
|
-$4.45M
|
-52,592
|
-65%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$1.92M
|
-$4.88M
|
-57,715
|
-72%
|
|
|
5
|
Integrity Advisory
Overland Park,
Kansas
|
$1.13M
|
+$1.11M
|
+13,160
|
New
|
|
|
6
|
|
$1.03M
|
+$1.02M
|
+12,064
|
New
|
|
|
7
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$743K
|
-$1.87M
|
-22,099
|
-72%
|
|
|
8
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$692K
|
-$725K
|
-8,574
|
-51%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$669K
|
+$189K
|
+2,236
|
+40%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$492K
|
+$487K
|
+5,757
|
New
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$306K
|
+$302K
|
+3,573
|
New
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$203K
|
-$180K
|
-2,135
|
-47%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$191K
|
-$282K
|
-3,334
|
-70%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$108K
|
+$107K
|
+1,262
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$30K
|
-$56.6K
|
-669
|
-66%
|
|
|
16
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2K
|
+$1.77K
|
+21
|
New
|
|
|
18
|
|
$2K
|
+$2.96K
|
+35
|
New
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$761
|
+9
|
New
|
|
|
20
|
Rise Advisors
Rochester,
New York
|
$1K
|
+$1.01K
|
+12
|
New
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
+$1.69K
|
+20
|
New
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$2.99M
|
-32,509
|
Closed
|
|
|
23
|
Security Financial Services
Fort Wayne,
Indiana
|
–
|
-$380K
|
-4,142
|
Closed
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$96K
|
-1,046
|
Closed
|
|
|
25
|
Snowden Capital Advisors
New York
|
–
|
-$8K
|
-95
|
Closed
|
|
