|
1
|
Bank of New York Mellon
New York
|
$164M
|
-$8.51M
|
-347,976
|
-5%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$65.8M
|
+$11.1M
|
+452,919
|
+21%
|
|
|
3
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$53.8M
|
+$3.45M
|
+141,216
|
+7%
|
|
|
4
|
Zhang Financial
Portage,
Michigan
|
$15.6M
|
-$6.15M
|
-251,430
|
-29%
|
|
|
5
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4.16M
|
+$55.4K
|
+2,265
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.59M
|
+$21K
|
+861
|
+0.8%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$2.51M
|
+$375K
|
+15,321
|
+18%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.91M
|
+$368K
|
+15,045
|
+25%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.35M
|
+$60.7K
|
+2,484
|
+5%
|
|
|
10
|
Fort Point Capital Partners
San Francisco,
California
|
$963K
|
+$46.9K
|
+1,920
|
+5%
|
|
|
11
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$942K
|
-$383K
|
-15,675
|
-30%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$773K
|
+$1.69K
|
+69
|
+0.2%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$677K
|
+$652K
|
+26,673
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$641K
|
+$12.2K
|
+501
|
+2%
|
|
|
15
|
Flow Traders U.S.
New York
|
$524K
|
-$2.28M
|
-93,249
|
-82%
|
|
|
16
|
|
$511K
|
-$127K
|
-5,190
|
-20%
|
|
|
17
|
Atria Wealth Solutions
New York
|
$343K
|
+$25.7K
|
+1,050
|
+8%
|
|
|
18
|
|
$304K
|
+$293K
|
+11,988
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$291K
|
-$190K
|
-7,761
|
-40%
|
|
|
20
|
Cahill Financial Advisors
Edina,
Minnesota
|
$207K
|
+$200K
|
+8,166
|
New
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$204K
|
+$197K
|
+8,052
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$165K
|
-$184K
|
-7,542
|
-54%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$130K
|
–
|
–
|
–
|
|
|
24
|
Private Trust Company
Cleveland,
Ohio
|
$100K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$65K
|
+$1.25K
|
+51
|
+2%
|
|
