|
1
|
RPOA Advisors
Plano,
Texas
|
$70.7M
|
+$131K
|
+7,032
|
+0.2%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.8M
|
+$300K
|
+16,164
|
+3%
|
|
|
3
|
Flow Traders U.S.
New York
|
$4M
|
+$749K
|
+40,296
|
+24%
|
|
|
4
|
Bank of New York Mellon
New York
|
$3.18M
|
-$1.01M
|
-54,120
|
-25%
|
|
|
5
|
|
$1,000K
|
-$748K
|
-40,236
|
-44%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$398K
|
+$43.1K
|
+2,319
|
+13%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$273K
|
+$264K
|
+14,229
|
New
|
|
|
8
|
Zhang Financial
Portage,
Michigan
|
$217K
|
-$32K
|
-1,722
|
-13%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$90.2K
|
-$16.2K
|
-870
|
-16%
|
|
|
10
|
Principal Securities
Des Moines,
Iowa
|
$83.9K
|
–
|
–
|
–
|
|
|
11
|
Key Financial Inc
West Chester,
Pennsylvania
|
$32K
|
+$30.9K
|
+1,665
|
New
|
|
|
12
|
Fidelity Investments
Boston,
Massachusetts
|
$3.52K
|
+$3.4K
|
+183
|
New
|
|
|
13
|
Tidemark
San Diego,
California
|
$3.11K
|
–
|
–
|
–
|
|
|
14
|
|
$83
|
+$56
|
+3
|
New
|
|
|
15
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$391K
|
-20,832
|
Closed
|
|
|
16
|
Blue Trust Inc
Alpharetta,
Georgia
|
–
|
-$34K
|
-1,902
|
Closed
|
|
|
17
|
Keener Financial Planning
Keller,
Texas
|
–
|
-$12K
|
-633
|
Closed
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
–
|
-$8.08K
|
-432
|
Closed
|
|
