|
1
|
RPOA Advisors
Plano,
Texas
|
$59.2M
|
+$52.6M
|
+1,899,843
|
New
|
|
|
2
|
Bank of New York Mellon
New York
|
$25.4M
|
-$4.27M
|
-154,305
|
-16%
|
|
|
3
|
Flow Traders U.S.
New York
|
$5.41M
|
+$4.81M
|
+173,652
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.89M
|
+$93.1K
|
+3,360
|
+6%
|
|
|
5
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.38M
|
+$65.1K
|
+2,349
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$531K
|
+$67.2K
|
+2,427
|
+17%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$500K
|
+$445K
|
+16,050
|
New
|
|
|
8
|
|
$387K
|
-$43.5K
|
-1,569
|
-11%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$365K
|
+$66.7K
|
+2,409
|
+26%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$347K
|
+$58.8K
|
+2,124
|
+24%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$308K
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$275K
|
+$245K
|
+8,835
|
New
|
|
|
13
|
Principal Securities
Des Moines,
Iowa
|
$274K
|
+$243K
|
+8,778
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$178K
|
-$36.8K
|
-1,329
|
-19%
|
|
|
15
|
Blue Trust Inc
Alpharetta,
Georgia
|
$26K
|
+$26.5K
|
+957
|
New
|
|
|
16
|
Keener Financial Planning
Keller,
Texas
|
$10K
|
+$8.81K
|
+318
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$6.64K
|
-$17.6K
|
-636
|
-75%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$3.83K
|
+$3.41K
|
+123
|
New
|
|
|
19
|
Tidemark
San Diego,
California
|
$1.96K
|
+$1.75K
|
+63
|
New
|
|
|
20
|
Lyell Wealth Management
Menlo Park,
California
|
–
|
-$247K
|
-9,093
|
Closed
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$17.3K
|
-639
|
Closed
|
|
|
22
|
Savior LLC
Wellesley Hills,
Massachusetts
|
–
|
-$977
|
-36
|
Closed
|
|
