|
1
|
RPOA Advisors
Plano,
Texas
|
$459M
|
+$22.2M
|
+628,308
|
+5%
|
|
|
2
|
Bank of New York Mellon
New York
|
$61.3M
|
+$15.2M
|
+430,830
|
+34%
|
|
|
3
|
Diversify Wealth Management
Sandy,
Utah
|
$17.7M
|
+$610K
|
+17,250
|
+4%
|
|
|
4
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.18M
|
+$230K
|
+6,504
|
+3%
|
|
|
5
|
Diversify Advisory Services
Sandy,
Utah
|
$6.94M
|
+$224K
|
+6,327
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.74M
|
+$549K
|
+15,510
|
+18%
|
|
|
7
|
Flow Traders U.S.
New York
|
$3.25M
|
+$2.85M
|
+80,610
|
+867%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.94M
|
+$1.9M
|
+53,730
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.55M
|
+$28.8K
|
+813
|
+2%
|
|
|
10
|
Zhang Financial
Portage,
Michigan
|
$1.3M
|
-$25.1K
|
-708
|
-2%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.02M
|
+$193K
|
+5,451
|
+24%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$820K
|
+$11.5K
|
+324
|
+1%
|
|
|
13
|
Symphony Financial
Houston,
Texas
|
$758K
|
+$747K
|
+21,117
|
New
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$750K
|
-$71.2K
|
-2,013
|
-9%
|
|
|
15
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$688K
|
+$74K
|
+2,091
|
+12%
|
|
|
16
|
Crux Wealth Advisors
Long Beach,
California
|
$626K
|
+$72.3K
|
+2,043
|
+13%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$607K
|
+$31.2K
|
+882
|
+6%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$538K
|
-$123K
|
-3,462
|
-19%
|
|
|
19
|
|
$532K
|
-$356K
|
-10,068
|
-41%
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$436K
|
+$31.9K
|
+900
|
+8%
|
|
|
21
|
Principal Securities
Des Moines,
Iowa
|
$373K
|
-$1.59K
|
-45
|
-0.4%
|
|
|
22
|
|
$282K
|
+$276K
|
+7,812
|
New
|
|
|
23
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$226K
|
+$221K
|
+6,252
|
New
|
|
|
24
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$217K
|
–
|
–
|
–
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$176K
|
-$138K
|
-3,900
|
-45%
|
|
