|
1
|
Bank of New York Mellon
New York
|
$18M
|
-$453K
|
-17,373
|
-2%
|
|
|
2
|
|
$1.75M
|
+$1.58M
|
+60,438
|
+844%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$881K
|
+$236K
|
+9,066
|
+36%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$367K
|
+$96.2K
|
+3,687
|
+35%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$274K
|
-$2.08M
|
-79,875
|
-88%
|
|
|
6
|
Lyell Wealth Management
Menlo Park,
California
|
$263K
|
-$53.2K
|
-2,040
|
-17%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$256K
|
+$16.7K
|
+639
|
+7%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$255K
|
-$1.06M
|
-40,704
|
-80%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$55K
|
-$12.1K
|
-465
|
-18%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$22K
|
-$42K
|
-1,611
|
-65%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$20K
|
+$25.9K
|
+993
|
+2,207%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$12.4K
|
–
|
–
|
–
|
|
|
13
|
Belpointe Asset Management
Reno,
Nevada
|
$7.68K
|
+$7.75K
|
+297
|
New
|
|
|
14
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$931
|
-$469
|
-18
|
-33%
|
|
|
15
|
Flow Traders U.S.
New York
|
–
|
-$937K
|
-38,820
|
Closed
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$6K
|
-228
|
Closed
|
|
