|
1
|
RPOA Advisors
Plano,
Texas
|
$389M
|
+$12M
|
+354,348
|
+3%
|
|
|
2
|
Bank of New York Mellon
New York
|
$42.8M
|
-$10.9M
|
-321,648
|
-19%
|
|
|
3
|
Diversify Wealth Management
Sandy,
Utah
|
$14.4M
|
+$1.86M
|
+54,951
|
+14%
|
|
|
4
|
Diversify Advisory Services
Sandy,
Utah
|
$4.8M
|
+$1.09M
|
+32,211
|
+26%
|
|
|
5
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.9M
|
+$44.5K
|
+1,314
|
+1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.24M
|
+$2.12M
|
+62,565
|
+803%
|
|
|
7
|
Flow Traders U.S.
New York
|
$1.63M
|
+$1.06M
|
+31,311
|
+157%
|
|
|
8
|
Zhang Financial
Portage,
Michigan
|
$1.17M
|
–
|
–
|
–
|
|
|
9
|
|
$766K
|
+$815K
|
+24,060
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$682K
|
+$168K
|
+4,959
|
+30%
|
|
|
11
|
|
$592K
|
+$126K
|
+3,717
|
+25%
|
|
|
12
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$539K
|
-$65.2K
|
-1,923
|
-10%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$534K
|
+$151K
|
+4,464
|
+36%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$474K
|
-$11.9K
|
-351
|
-2%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$453K
|
+$21K
|
+621
|
+5%
|
|
|
16
|
|
$438K
|
+$239K
|
+7,047
|
+105%
|
|
|
17
|
Crux Wealth Advisors
Long Beach,
California
|
$420K
|
+$446K
|
+13,170
|
New
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$410K
|
-$13K
|
-384
|
-3%
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$353K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$267K
|
+$2.44K
|
+72
|
+0.9%
|
|
|
21
|
M&T Bank
Buffalo,
New York
|
$237K
|
+$252K
|
+7,425
|
New
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$227K
|
+$72.8K
|
+2,148
|
+43%
|
|
|
23
|
Accredited Investors
Edina,
Minnesota
|
$223K
|
+$237K
|
+6,993
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$91K
|
+$6.4K
|
+189
|
+7%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$59.5K
|
–
|
–
|
–
|
|
