|
1
|
Bank of New York Mellon
New York
|
$30.9M
|
-$2.32M
|
-82,668
|
-7%
|
|
|
2
|
DFPG Investments
Sandy,
Utah
|
$10.5M
|
+$11.3M
|
+403,980
|
New
|
|
|
3
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.76M
|
+$68.4K
|
+2,439
|
+4%
|
|
|
4
|
Zhang Financial
Portage,
Michigan
|
$1.16M
|
-$33.5K
|
-1,194
|
-3%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.01M
|
-$202K
|
-7,215
|
-16%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$674K
|
+$11.9K
|
+426
|
+2%
|
|
|
7
|
TownSquare Capital
Provo,
Utah
|
$317K
|
+$332K
|
+11,841
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$293K
|
+$9.42K
|
+336
|
+3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$273K
|
+$179K
|
+6,369
|
+166%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$239K
|
-$25.2K
|
-900
|
-9%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$219K
|
+$213K
|
+7,593
|
+1,325%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$218K
|
+$228K
|
+8,136
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$153K
|
+$81.3K
|
+2,898
|
+102%
|
|
|
14
|
|
$118K
|
+$34.2K
|
+1,218
|
+38%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$117K
|
+$77.1K
|
+2,748
|
+168%
|
|
|
16
|
Tower Research Capital (TRC)
New York
|
$13.9K
|
+$14.6K
|
+519
|
New
|
|
|
17
|
Flow Traders U.S.
New York
|
–
|
-$1.12M
|
-39,573
|
Closed
|
|
|
18
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$201K
|
-7,125
|
Closed
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
–
|
-$13.5K
|
-480
|
Closed
|
|
