|
1
|
EP Wealth Advisors
Torrance,
California
|
$22.3M
|
+$21.5M
|
+720,642
|
New
|
|
|
2
|
Flow Traders U.S.
New York
|
$11.2M
|
+$178K
|
+5,949
|
+2%
|
|
|
3
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$7.3M
|
+$182K
|
+6,077
|
+3%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.24M
|
+$561K
|
+18,758
|
+22%
|
|
|
5
|
Franklin Resources
San Mateo,
California
|
$2.29M
|
-$905K
|
-30,255
|
-28%
|
|
|
6
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1.78M
|
-$250K
|
-8,368
|
-13%
|
|
|
7
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.52M
|
–
|
–
|
–
|
|
|
8
|
Comerica Bank
Dallas,
Texas
|
$1.18M
|
–
|
–
|
–
|
|
|
9
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$711K
|
+$87.5K
|
+2,926
|
+15%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$625K
|
-$1.6M
|
-53,653
|
-73%
|
|
|
11
|
CIBC World Market
Toronto,
Ontario, Canada
|
$598K
|
-$8.7K
|
-291
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$596K
|
-$187K
|
-6,262
|
-25%
|
|
|
13
|
|
$511K
|
-$641K
|
-21,454
|
-57%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$505K
|
+$97K
|
+3,245
|
+25%
|
|
|
15
|
Martel Wealth Advisors
Vancouver,
Washington
|
$226K
|
-$29.9K
|
-1,000
|
-12%
|
|
|
16
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$147K
|
–
|
–
|
–
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$42.5K
|
+$1.29K
|
+43
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$27.4K
|
+$26.4K
|
+883
|
New
|
|
|
19
|
|
$12.8K
|
-$30
|
-1
|
-0.2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
-$127K
|
-4,234
|
-98%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$2.57K
|
–
|
–
|
–
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$391K
|
-13,471
|
Closed
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$16.7K
|
-574
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.08K
|
-106
|
Closed
|
|
