|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$8.06M
|
-$1.81M
|
-88,291
|
-18%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.8M
|
+$7.99M
|
+390,126
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.58M
|
+$497K
|
+24,258
|
+12%
|
|
|
4
|
Virtu KCG Holdings
New York
|
$3.72M
|
+$3.81M
|
+186,071
|
New
|
|
|
5
|
|
$3.61M
|
+$976K
|
+47,671
|
+36%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.52M
|
+$1.83M
|
+89,376
|
+103%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.37M
|
+$1.8M
|
+88,047
|
+109%
|
|
|
8
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.71M
|
+$134K
|
+6,568
|
+5%
|
|
|
9
|
|
$2.2M
|
+$2.25M
|
+109,990
|
New
|
|
|
10
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1.34M
|
+$605K
|
+29,558
|
+79%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.27M
|
+$1M
|
+48,992
|
+341%
|
|
|
12
|
Gupta Wealth Management
San Diego,
California
|
$847K
|
–
|
–
|
–
|
|
|
13
|
Linscomb Wealth
Houston,
Texas
|
$643K
|
+$25.7K
|
+1,253
|
+4%
|
|
|
14
|
FCG Advisors
Chatham,
New Jersey
|
$484K
|
+$32.4K
|
+1,583
|
+7%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$469K
|
+$412K
|
+20,129
|
+605%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$355K
|
+$363K
|
+17,751
|
New
|
|
|
17
|
Howe & Rusling
Rochester,
New York
|
$320K
|
+$328K
|
+16,005
|
New
|
|
|
18
|
HHG & Company
Darien,
Connecticut
|
$210K
|
–
|
–
|
–
|
|
|
19
|
Trust Company
Manhattan,
Kansas
|
$97K
|
+$4.5K
|
+220
|
+5%
|
|
|
20
|
Lehman Financial Resources
Media,
Pennsylvania
|
$95K
|
–
|
–
|
–
|
|
|
21
|
LPL Financial
San Diego,
California
|
–
|
-$781K
|
-37,303
|
Closed
|
|
