|
1
|
Bank of New York Mellon
New York
|
$159M
|
-$7.55M
|
-319,983
|
-4%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$50M
|
+$1.54M
|
+65,355
|
+3%
|
|
|
3
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$46.5M
|
+$1.73M
|
+73,344
|
+4%
|
|
|
4
|
Zhang Financial
Portage,
Michigan
|
$20.3M
|
-$4.25M
|
-180,045
|
-17%
|
|
|
5
|
WealthBridge Capital Management
Westerville,
Ohio
|
$3.78M
|
-$279K
|
-11,829
|
-7%
|
|
|
6
|
Flow Traders U.S.
New York
|
$2.66M
|
-$239K
|
-10,113
|
-8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.37M
|
-$1.17M
|
-49,515
|
-33%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.95M
|
+$1.54M
|
+65,286
|
+360%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.41M
|
-$96.3K
|
-4,083
|
-6%
|
|
|
10
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.23M
|
-$786K
|
-33,327
|
-39%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.19M
|
-$261K
|
-11,064
|
-18%
|
|
|
12
|
Fort Point Capital Partners
San Francisco,
California
|
$841K
|
-$13.4K
|
-570
|
-2%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$710K
|
-$49.4K
|
-2,094
|
-6%
|
|
|
14
|
|
$592K
|
-$24.8K
|
-1,050
|
-4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$578K
|
+$27.5K
|
+1,164
|
+5%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$450K
|
+$404K
|
+17,112
|
+805%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$328K
|
-$230K
|
-9,756
|
-41%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$291K
|
+$26.5K
|
+1,125
|
+10%
|
|
|
19
|
Geneos Wealth Management
Englewood,
Colorado
|
$120K
|
–
|
–
|
–
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$112K
|
+$117K
|
+4,959
|
+331%
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$92K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59K
|
-$17.1K
|
-726
|
-22%
|
|
|
23
|
Steward Partners Investment Advisory
New York
|
$15.7K
|
–
|
–
|
–
|
|
|
24
|
McIlrath & Eck
Arlington,
Washington
|
$570
|
-$1.49K
|
-63
|
-72%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$4.25M
|
-191,733
|
Closed
|
|
