|
1
|
Citadel Advisors
Miami,
Florida
|
$32M
|
+$35.3M
|
+970,140
|
+12,838%
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$26.7M
|
+$138K
|
+3,805
|
+0.5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$26.3M
|
-$4.95M
|
-136,154
|
-14%
|
|
|
4
|
|
$18M
|
-$2.94M
|
-80,841
|
-13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$17M
|
-$652K
|
-17,913
|
-3%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$15.6M
|
+$399K
|
+10,960
|
+2%
|
|
|
7
|
|
$15.5M
|
-$1.25M
|
-34,386
|
-7%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$13.4M
|
-$4.79M
|
-131,592
|
-24%
|
|
|
9
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$11.1M
|
-$382K
|
-10,511
|
-3%
|
|
|
10
|
|
$11.1M
|
-$12.9M
|
-353,197
|
-51%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$8.61M
|
+$2.39M
|
+65,688
|
+33%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.49M
|
+$9.45M
|
+259,796
|
New
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$8.41M
|
+$496K
|
+13,636
|
+6%
|
|
|
14
|
Fort Point Capital Partners
San Francisco,
California
|
$8.31M
|
-$1.04M
|
-28,705
|
-10%
|
|
|
15
|
Securian Asset Management
St Paul,
Minnesota
|
$8.18M
|
–
|
–
|
–
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$7.52M
|
+$7.72M
|
+212,098
|
+1,195%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.14M
|
-$746K
|
-20,502
|
-38%
|
|
|
18
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.61M
|
+$130K
|
+3,577
|
+2%
|
|
|
19
|
Tradewinds Capital Management
Bellingham,
Washington
|
$6.29M
|
+$187K
|
+5,151
|
+3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.82M
|
-$774K
|
-21,265
|
-11%
|
|
|
21
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$5.81M
|
+$66.8K
|
+1,836
|
+1%
|
|
|
22
|
Beacon Financial Group
Dallas,
Texas
|
$5.4M
|
+$68.7K
|
+1,887
|
+1%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$4.51M
|
-$648K
|
-17,797
|
-11%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$4.16M
|
+$41.5K
|
+1,141
|
+0.9%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$3.72M
|
-$421K
|
-11,577
|
-9%
|
|
