|
1
|
Total Investment Management
Scottsdale,
Arizona
|
$26.7M
|
+$26.4M
|
+563,024
|
New
|
|
|
2
|
Bank of New York Mellon
New York
|
$10M
|
+$4.47M
|
+95,233
|
+81%
|
|
|
3
|
VOYA Investment Management
Atlanta,
Georgia
|
$9.96M
|
+$9.87M
|
+210,265
|
New
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.12M
|
+$542K
|
+11,541
|
+15%
|
|
|
5
|
|
$3.41M
|
-$4.7M
|
-100,197
|
-58%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.02M
|
+$1.95M
|
+41,594
|
+3,740%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.79M
|
+$1.77M
|
+37,768
|
New
|
|
|
8
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.12M
|
+$41.3K
|
+879
|
+4%
|
|
|
9
|
Virtue Capital Management
Brentwood,
Tennessee
|
$511K
|
+$512K
|
+10,902
|
New
|
|
|
10
|
IFP Advisors
Tampa,
Florida
|
$234K
|
+$191K
|
+4,064
|
+661%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$86.5K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$78.3K
|
+$69.2K
|
+1,475
|
+829%
|
|
|
13
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$46K
|
+$45.2K
|
+963
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.47K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
+$8.96K
|
+191
|
New
|
|
|
16
|
Flow Traders U.S.
New York
|
–
|
-$1.83M
|
-39,784
|
Closed
|
|
|
17
|
Pathway Financial Advisers
Auburn,
Indiana
|
–
|
-$4.47K
|
-97
|
Closed
|
|
