|
1
|
|
$3.36M
|
+$24.6K
|
+1,008
|
+0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.35M
|
+$183K
|
+7,475
|
+6%
|
|
|
3
|
|
$2.99M
|
+$772K
|
+31,578
|
+34%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$2.54M
|
+$2.59M
|
+105,873
|
New
|
|
|
5
|
Flow Traders U.S.
New York
|
$2.11M
|
+$356K
|
+14,575
|
+20%
|
|
|
6
|
Banta Asset Management
Newport Beach,
California
|
$1.88M
|
-$205K
|
-8,400
|
-10%
|
|
|
7
|
Cetera Advisors
Denver,
Colorado
|
$824K
|
+$164K
|
+6,719
|
+24%
|
|
|
8
|
4Thought Financial Group
Syosset,
New York
|
$594K
|
+$5.4K
|
+221
|
+0.9%
|
|
|
9
|
WrapManager Inc
Mill Valley,
California
|
$584K
|
-$28.2K
|
-1,153
|
-5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$574K
|
+$299K
|
+12,238
|
+105%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$548K
|
-$905K
|
-37,024
|
-62%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$483K
|
+$492K
|
+20,135
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$467K
|
+$44.4K
|
+1,815
|
+10%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$457K
|
+$123K
|
+5,018
|
+36%
|
|
|
15
|
Straight Path Wealth Management
Jenison,
Michigan
|
$382K
|
+$20K
|
+820
|
+5%
|
|
|
16
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$365K
|
-$7.14K
|
-292
|
-2%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$335K
|
+$341K
|
+13,964
|
New
|
|
|
18
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$283K
|
-$38.4K
|
-1,572
|
-12%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$231K
|
+$104K
|
+4,235
|
+79%
|
|
|
20
|
Gradient Investments
Arden Hills,
Minnesota
|
$148K
|
+$150K
|
+6,147
|
New
|
|
|
21
|
SJS Investment Consulting
Sylvania,
Ohio
|
$37K
|
–
|
–
|
–
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
23
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$317K
|
-12,500
|
Closed
|
|
|
24
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$8K
|
-313
|
Closed
|
|
