|
1
|
3D Asset Management
Hartford,
Connecticut
|
$12.6M
|
+$312K
|
+10,782
|
+3%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.47M
|
-$159K
|
-5,488
|
-4%
|
|
|
3
|
|
$1.15M
|
+$1.12M
|
+38,869
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.1M
|
-$709K
|
-24,530
|
-40%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$977K
|
-$41.1K
|
-1,423
|
-4%
|
|
|
6
|
Frontier Wealth Management
Kansas City,
Missouri
|
$975K
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$923K
|
-$55K
|
-1,902
|
-6%
|
|
|
8
|
|
$858K
|
+$221K
|
+7,630
|
+36%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$795K
|
+$774K
|
+26,772
|
New
|
|
|
10
|
Atria Investments
Charlotte,
North Carolina
|
$781K
|
+$196K
|
+6,790
|
+35%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$448K
|
+$32.2K
|
+1,115
|
+8%
|
|
|
12
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$369K
|
+$359K
|
+12,435
|
New
|
|
|
13
|
M&R Capital Management
Summit,
New Jersey
|
$155K
|
+$151K
|
+5,230
|
New
|
|
|
14
|
WFG Advisors
Dallas,
Texas
|
$129K
|
+$30.7K
|
+1,062
|
+32%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$86K
|
+$56.2K
|
+1,945
|
+207%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$46K
|
-$22.2K
|
-767
|
-33%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$44K
|
+$12K
|
+415
|
+39%
|
|
|
18
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$39K
|
–
|
–
|
–
|
|
|
19
|
MSI Financial Services
Springfield,
Massachusetts
|
$24K
|
-$57.3K
|
-1,981
|
-71%
|
|
|
20
|
Geneos Wealth Management
Englewood,
Colorado
|
$11K
|
+$5.78K
|
+200
|
+103%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$11K
|
+$10.8K
|
+374
|
New
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8K
|
–
|
–
|
–
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$4K
|
+$4.8K
|
+166
|
New
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$2K
|
+$1.97K
|
+68
|
New
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$956K
|
-32,912
|
Closed
|
|
