|
1
|
|
$18M
|
-$274K
|
-7,072
|
-1%
|
|
|
2
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
$8.62M
|
+$9.14M
|
+235,715
|
New
|
|
|
3
|
|
$7.71M
|
-$1.27M
|
-32,634
|
-13%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$4.05M
|
-$699K
|
-18,017
|
-14%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.03M
|
-$109K
|
-2,801
|
-5%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$504K
|
-$10.3K
|
-265
|
-2%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$423K
|
-$8.53K
|
-220
|
-2%
|
|
|
8
|
|
$318K
|
-$163K
|
-4,208
|
-33%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$282K
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$248K
|
-$129K
|
-3,327
|
-33%
|
|
|
11
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$201K
|
-$3.65K
|
-94
|
-2%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$176K
|
–
|
–
|
–
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$160K
|
+$169K
|
+4,369
|
New
|
|
|
14
|
Huntington National Bank
Columbus,
Ohio
|
$62.9K
|
–
|
–
|
–
|
|
|
15
|
International Assets Investment Management
Orlando,
Florida
|
$62.3K
|
–
|
–
|
–
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$61K
|
+$29.3K
|
+756
|
+78%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$13.8K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.8K
|
-$130K
|
-3,340
|
-91%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$12.3K
|
-$9.66K
|
-249
|
-43%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$571K
|
-14,209
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$277K
|
-6,905
|
Closed
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$50.8K
|
-1,265
|
Closed
|
|
