|
1
|
|
$7.75M
|
-$152K
|
-6,511
|
-2%
|
|
|
2
|
United Capital Financial Advisors
Irving,
Texas
|
$7.48M
|
-$3.65M
|
-156,311
|
-33%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.61M
|
-$4.24M
|
-181,501
|
-40%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.11M
|
+$2.65M
|
+113,376
|
+657%
|
|
|
5
|
Camelot Portfolios
Maumee,
Ohio
|
$2.13M
|
+$2.09M
|
+89,357
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.91M
|
+$9.74K
|
+417
|
+0.5%
|
|
|
7
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.88M
|
+$403K
|
+17,228
|
+28%
|
|
|
8
|
Cetera Advisors
Denver,
Colorado
|
$1.7M
|
+$37K
|
+1,583
|
+2%
|
|
|
9
|
Flow Traders U.S.
New York
|
$1.6M
|
+$1.33M
|
+56,784
|
+532%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$884K
|
+$24.6K
|
+1,051
|
+3%
|
|
|
11
|
WrapManager Inc
Mill Valley,
California
|
$608K
|
-$121K
|
-5,199
|
-17%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$582K
|
-$501K
|
-21,430
|
-47%
|
|
|
13
|
|
$463K
|
+$419K
|
+17,922
|
+1,178%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$334K
|
-$83.8K
|
-3,585
|
-20%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$296K
|
-$819K
|
-35,061
|
-74%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$290K
|
-$75.7K
|
-3,240
|
-21%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$221K
|
+$51.1K
|
+2,185
|
+31%
|
|
|
18
|
Northwest Bancshares
Warren,
Pennsylvania
|
$220K
|
+$216K
|
+9,241
|
New
|
|
|
19
|
Anchor Investment Management
Columbia,
South Carolina
|
$189K
|
–
|
–
|
–
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$76K
|
+$41.5K
|
+1,775
|
+122%
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1K
|
+$958
|
+41
|
New
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$567K
|
-25,658
|
Closed
|
|
|
23
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$47K
|
-2,140
|
Closed
|
|
|
24
|
|
–
|
-$29K
|
-1,334
|
Closed
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$14K
|
-645
|
Closed
|
|
