|
1
|
RPOA Advisors
Plano,
Texas
|
$68.8M
|
+$65.4M
|
+3,676,737
|
New
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.2M
|
-$3.17M
|
-178,215
|
-23%
|
|
|
3
|
Bank of New York Mellon
New York
|
$4.11M
|
-$154K
|
-8,676
|
-4%
|
|
|
4
|
Flow Traders U.S.
New York
|
$3.14M
|
+$404K
|
+22,710
|
+16%
|
|
|
5
|
|
$1.73M
|
+$1.08M
|
+60,480
|
+190%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$391K
|
+$370K
|
+20,832
|
New
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$344K
|
-$247K
|
-13,902
|
-43%
|
|
|
8
|
Zhang Financial
Portage,
Michigan
|
$244K
|
-$176K
|
-9,873
|
-43%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$104K
|
+$42.4K
|
+2,385
|
+75%
|
|
|
10
|
Principal Securities
Des Moines,
Iowa
|
$81.7K
|
+$77.7K
|
+4,368
|
New
|
|
|
11
|
Blue Trust Inc
Alpharetta,
Georgia
|
$34K
|
+$33.8K
|
+1,902
|
New
|
|
|
12
|
Keener Financial Planning
Keller,
Texas
|
$12K
|
+$11.3K
|
+633
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.08K
|
-$82.4K
|
-4,632
|
-91%
|
|
|
14
|
Tidemark
San Diego,
California
|
$3.03K
|
+$2.88K
|
+162
|
New
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$21.9K
|
-1,236
|
Closed
|
|
