|
1
|
TIAA FSB
Jacksonville,
Florida
|
$9.56M
|
+$8.06M
|
+446,450
|
+715%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.11M
|
-$482K
|
-26,720
|
-9%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.66M
|
+$2.22M
|
+123,200
|
+99%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.42M
|
+$2.96M
|
+163,861
|
+229%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.12M
|
-$20.3K
|
-1,125
|
-0.7%
|
|
|
6
|
Summit Trail Advisors
New York
|
$2.26M
|
+$2.17M
|
+120,400
|
New
|
|
|
7
|
|
$1.73M
|
+$11.3K
|
+627
|
+0.7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.7M
|
-$193K
|
-10,694
|
-11%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.47M
|
-$1.75M
|
-96,887
|
-55%
|
|
|
10
|
BBVA USA Bancshares
Houston,
Texas
|
$728K
|
-$24.3K
|
-1,347
|
-3%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$690K
|
+$79.8K
|
+4,422
|
+14%
|
|
|
12
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$630K
|
-$447K
|
-24,785
|
-43%
|
|
|
13
|
|
$560K
|
+$537K
|
+29,785
|
New
|
|
|
14
|
Chandler Asset Management
San Diego,
California
|
$541K
|
–
|
–
|
–
|
|
|
15
|
Liberty Wealth Management
Oakland,
California
|
$521K
|
-$72.4K
|
-4,011
|
-13%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$514K
|
+$494K
|
+27,355
|
New
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$328K
|
+$18.8K
|
+1,040
|
+6%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$306K
|
-$8.77K
|
-486
|
-3%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$277K
|
+$209K
|
+11,598
|
+366%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$255K
|
-$92.9K
|
-5,150
|
-28%
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$255K
|
+$245K
|
+13,571
|
New
|
|
|
22
|
Disciplined Investments
Tulsa,
Oklahoma
|
$237K
|
+$227K
|
+12,587
|
New
|
|
|
23
|
|
$221K
|
+$212K
|
+11,759
|
New
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$215K
|
–
|
–
|
–
|
|
|
25
|
Procyon Advisors
Shelton,
Connecticut
|
$151K
|
+$145K
|
+8,016
|
New
|
|
