|
1
|
Bank of New York Mellon
New York
|
$254M
|
+$26.7M
|
+923,760
|
+12%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$40.3M
|
+$3.64M
|
+125,589
|
+10%
|
|
|
3
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$16.7M
|
+$442K
|
+15,261
|
+3%
|
|
|
4
|
Zhang Financial
Portage,
Michigan
|
$11.1M
|
+$5.05M
|
+174,492
|
+89%
|
|
|
5
|
WealthBridge Capital Management
Westerville,
Ohio
|
$2.74M
|
+$1.98M
|
+68,295
|
+292%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.58M
|
+$1.56M
|
+53,820
|
+166%
|
|
|
7
|
|
$2.01M
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.98M
|
-$635K
|
-21,942
|
-25%
|
|
|
9
|
|
$1.54M
|
+$1.49M
|
+51,621
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.07M
|
+$624K
|
+21,555
|
+150%
|
|
|
11
|
|
$831K
|
-$6.95K
|
-240
|
-0.9%
|
|
|
12
|
Fort Point Capital Partners
San Francisco,
California
|
$734K
|
+$169K
|
+5,835
|
+31%
|
|
|
13
|
Advisory Services Network
Atlanta,
Georgia
|
$587K
|
-$27.4K
|
-945
|
-5%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$374K
|
+$358K
|
+12,372
|
+8,248%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$153K
|
+$4.34K
|
+150
|
+3%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$151K
|
+$133K
|
+4,593
|
+1,034%
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$73K
|
+$32.6K
|
+1,125
|
+85%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$47K
|
+$8.25K
|
+285
|
+22%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$21K
|
+$20.1K
|
+696
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$20K
|
–
|
–
|
–
|
|
|
21
|
McIlrath & Eck
Arlington,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
22
|
Flow Traders U.S.
New York
|
–
|
-$2.34M
|
-86,001
|
Closed
|
|
|
23
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$87
|
+3
|
New
|
|
