|
1
|
|
$785M
|
-$21.3M
|
-327,594
|
-3%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.74M
|
+$1.03M
|
+15,837
|
+29%
|
|
|
3
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.24M
|
+$4.15M
|
+63,703
|
New
|
|
|
4
|
|
$4.05M
|
+$39.7K
|
+610
|
+1%
|
|
|
5
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$4.01M
|
+$3.92M
|
+60,196
|
New
|
|
|
6
|
Security Financial Services
Fort Wayne,
Indiana
|
$4M
|
-$13.9K
|
-214
|
-0.4%
|
|
|
7
|
Drive Wealth Management
Lehi,
Utah
|
$2.93M
|
+$171K
|
+2,626
|
+6%
|
|
|
8
|
|
$2.89M
|
-$10.9M
|
-167,300
|
-79%
|
|
|
9
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.52M
|
+$211K
|
+3,244
|
+17%
|
|
|
10
|
|
$1.27M
|
-$1.37M
|
-21,051
|
-52%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$1.05M
|
-$139K
|
-2,135
|
-12%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$451K
|
+$5.99K
|
+92
|
+1%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$439K
|
+$429K
|
+6,589
|
New
|
|
|
14
|
3Chopt Investment Partners
Richmond,
Virginia
|
$54.1K
|
+$52.9K
|
+813
|
New
|
|
|
15
|
Wealthspire Advisors (New York)
New York
|
$25K
|
+$24.4K
|
+375
|
New
|
|
|
16
|
Global Retirement Partners
San Rafael,
California
|
$21.1K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.54K
|
–
|
–
|
–
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.16M
|
-33,766
|
Closed
|
|
