|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$8.89M
|
+$789K
|
+39,538
|
+10%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.57M
|
+$731K
|
+36,639
|
+9%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.23M
|
+$1.61M
|
+80,867
|
+35%
|
|
|
4
|
|
$4.56M
|
+$926K
|
+46,391
|
+26%
|
|
|
5
|
Virtu KCG Holdings
New York
|
$3.18M
|
-$550K
|
-27,570
|
-15%
|
|
|
6
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.88M
|
+$150K
|
+7,532
|
+6%
|
|
|
7
|
IMA Advisory Services
Denver,
Colorado
|
$2.55M
|
+$2.61M
|
+130,600
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.37M
|
+$98.9K
|
+4,953
|
+8%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$925K
|
-$2.59M
|
-129,792
|
-74%
|
|
|
10
|
|
$885K
|
-$1.32M
|
-65,916
|
-60%
|
|
|
11
|
Gupta Wealth Management
San Diego,
California
|
$841K
|
-$9.98K
|
-500
|
-1%
|
|
|
12
|
Linscomb Wealth
Houston,
Texas
|
$667K
|
+$19.8K
|
+994
|
+3%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$530K
|
+$57.9K
|
+2,903
|
+12%
|
|
|
14
|
FCG Advisors
Chatham,
New Jersey
|
$452K
|
-$33.7K
|
-1,688
|
-7%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$438K
|
-$2.93M
|
-146,839
|
-87%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$371K
|
+$14.5K
|
+727
|
+4%
|
|
|
17
|
Howe & Rusling
Rochester,
New York
|
$341K
|
+$19.5K
|
+975
|
+6%
|
|
|
18
|
HHG & Company
Darien,
Connecticut
|
$211K
|
–
|
–
|
–
|
|
|
19
|
Lehman Financial Resources
Media,
Pennsylvania
|
$95K
|
–
|
–
|
–
|
|
|
20
|
Trust Company
Manhattan,
Kansas
|
$82K
|
-$15K
|
-750
|
-15%
|
|
|
21
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$7K
|
+$6.87K
|
+344
|
New
|
|
|
22
|
Wealthfront
Palo Alto,
California
|
–
|
+$20
|
+1
|
New
|
|
