|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$23.5M
|
+$9.22M
|
+464,064
|
+55%
|
|
|
2
|
Bank of New York Mellon
New York
|
$22.4M
|
-$2.7M
|
-136,026
|
-10%
|
|
|
3
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$20.8M
|
+$1.57M
|
+79,215
|
+7%
|
|
|
4
|
Total Investment Management
Scottsdale,
Arizona
|
$11M
|
+$106K
|
+5,346
|
+0.9%
|
|
|
5
|
Flow Traders U.S.
New York
|
$3.89M
|
+$4.33M
|
+218,037
|
New
|
|
|
6
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$3.3M
|
+$1.23M
|
+62,124
|
+51%
|
|
|
7
|
Zhang Financial
Portage,
Michigan
|
$3.07M
|
+$4.65K
|
+234
|
+0.1%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.56M
|
+$1.56M
|
+78,780
|
+121%
|
|
|
9
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$593K
|
+$660K
|
+33,213
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$577K
|
+$71K
|
+3,573
|
+12%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$328K
|
+$131K
|
+6,576
|
+56%
|
|
|
12
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$264K
|
-$390K
|
-19,656
|
-57%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$109K
|
+$121K
|
+6,090
|
New
|
|
|
14
|
Geneos Wealth Management
Englewood,
Colorado
|
$101K
|
-$39.2K
|
-1,974
|
-26%
|
|
|
15
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$51K
|
–
|
–
|
–
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$33K
|
+$17.3K
|
+870
|
+91%
|
|
|
17
|
Annapolis Financial Services
Annapolis,
Maryland
|
$12K
|
+$12.9K
|
+651
|
New
|
|
|
18
|
McIlrath & Eck
Arlington,
Washington
|
$10K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$2K
|
+$1.73K
|
+87
|
New
|
|
|
20
|
|
$2K
|
+$2.32K
|
+117
|
New
|
|
|
21
|
|
–
|
-$541K
|
-26,823
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
-$11K
|
-525
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$60
|
+3
|
New
|
|
