|
1
|
RPOA Advisors
Plano,
Texas
|
$401M
|
+$8.49M
|
+262,311
|
+2%
|
|
|
2
|
Bank of New York Mellon
New York
|
$46.9M
|
+$2M
|
+61,767
|
+5%
|
|
|
3
|
Diversify Wealth Management
Sandy,
Utah
|
$15.6M
|
+$488K
|
+15,069
|
+3%
|
|
|
4
|
Diversify Advisory Services
Sandy,
Utah
|
$6.39M
|
-$1.92M
|
-59,286
|
-24%
|
|
|
5
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.04M
|
+$169K
|
+5,214
|
+6%
|
|
|
6
|
Zhang Financial
Portage,
Michigan
|
$1.25M
|
-$64.8K
|
-2,001
|
-5%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.05M
|
+$347K
|
+10,707
|
+53%
|
|
|
8
|
|
$520K
|
+$40.2K
|
+1,242
|
+9%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$508K
|
+$6.8K
|
+210
|
+1%
|
|
|
10
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$503K
|
+$61.1K
|
+1,887
|
+15%
|
|
|
11
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$467K
|
+$486
|
+15
|
+0.1%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$462K
|
–
|
–
|
–
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$421K
|
+$3.21K
|
+99
|
+0.8%
|
|
|
14
|
|
$404K
|
-$1.49M
|
-46,152
|
-80%
|
|
|
15
|
TownSquare Capital
Provo,
Utah
|
$365K
|
+$4.08K
|
+126
|
+1%
|
|
|
16
|
Principal Securities
Des Moines,
Iowa
|
$356K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$293K
|
+$26.6K
|
+822
|
+11%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$268K
|
-$37.8K
|
-1,167
|
-13%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$257K
|
-$20K
|
-618
|
-8%
|
|
|
20
|
Symphony Financial
Houston,
Texas
|
$226K
|
+$216K
|
+6,660
|
New
|
|
|
21
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$204K
|
+$194K
|
+6,000
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$192K
|
+$110K
|
+3,390
|
+150%
|
|
|
23
|
Key Financial Inc
West Chester,
Pennsylvania
|
$120K
|
+$18.6K
|
+573
|
+19%
|
|
|
24
|
Fidelity Investments
Boston,
Massachusetts
|
$67.4K
|
+$11.5K
|
+354
|
+22%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$43K
|
+$41.1K
|
+1,269
|
New
|
|
