|
1
|
Bank of New York Mellon
New York
|
$158M
|
+$20.7M
|
+844,785
|
+13%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$45.9M
|
+$3.24M
|
+131,970
|
+7%
|
|
|
3
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$42.4M
|
+$3.2M
|
+130,269
|
+7%
|
|
|
4
|
Zhang Financial
Portage,
Michigan
|
$23.2M
|
+$2.57M
|
+104,841
|
+11%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$4.25M
|
-$37.1M
|
-1,514,289
|
-89%
|
|
|
6
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4.04M
|
–
|
–
|
–
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.34M
|
+$329K
|
+13,416
|
+10%
|
|
|
8
|
Flow Traders U.S.
New York
|
$2.75M
|
-$2.19M
|
-89,202
|
-42%
|
|
|
9
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.94M
|
-$169K
|
-6,888
|
-7%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.42M
|
-$501K
|
-20,430
|
-24%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.37M
|
+$253K
|
+10,308
|
+20%
|
|
|
12
|
|
$1.24M
|
+$1.37M
|
+56,013
|
New
|
|
|
13
|
Fort Point Capital Partners
San Francisco,
California
|
$810K
|
+$29.4K
|
+1,200
|
+3%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$719K
|
-$1M
|
-40,821
|
-56%
|
|
|
15
|
|
$584K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$526K
|
+$455K
|
+18,543
|
+353%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$522K
|
+$144K
|
+5,874
|
+33%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$402K
|
+$445K
|
+18,153
|
New
|
|
|
19
|
Atria Wealth Solutions
New York
|
$251K
|
+$21K
|
+855
|
+8%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$113K
|
–
|
–
|
–
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$87K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$72K
|
-$17.1K
|
-699
|
-18%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$48K
|
-$165K
|
-6,729
|
-76%
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$26K
|
–
|
–
|
–
|
|
|
25
|
Annapolis Financial Services
Annapolis,
Maryland
|
$25K
|
+$27.4K
|
+1,119
|
New
|
|
