|
1
|
Creative Planning
Overland Park,
Kansas
|
$16.3M
|
+$17.8M
|
+649,950
|
New
|
|
|
2
|
Bank of New York Mellon
New York
|
$16.3M
|
-$18.5M
|
-679,107
|
-51%
|
|
|
3
|
Flow Traders U.S.
New York
|
$3.85M
|
-$2.43M
|
-89,055
|
-37%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.05M
|
+$234K
|
+8,550
|
+12%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$589K
|
+$85K
|
+3,111
|
+15%
|
|
|
6
|
Lyell Wealth Management
Menlo Park,
California
|
$322K
|
+$1.15K
|
+42
|
+0.3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$221K
|
+$4.51K
|
+165
|
+2%
|
|
|
8
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$211K
|
+$229K
|
+8,391
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$207K
|
+$226K
|
+8,259
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$60K
|
+$20.1K
|
+735
|
+45%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$20K
|
-$3.2K
|
-117
|
-13%
|
|
|
12
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$20K
|
+$410
|
+15
|
+2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$12K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
15
|
IFP Advisors
Tampa,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
16
|
Total Investment Management
Scottsdale,
Arizona
|
–
|
-$295K
|
-9,777
|
Closed
|
|
