|
1
|
|
$60.7M
|
+$1.72M
|
+33,359
|
+3%
|
|
|
2
|
|
$3.99M
|
-$2.82M
|
-54,628
|
-42%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$1.54M
|
+$1.52M
|
+29,500
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$423K
|
+$2.48K
|
+48
|
+0.6%
|
|
|
5
|
Wealthfront Advisers
Palo Alto,
California
|
$267K
|
-$15K
|
-290
|
-5%
|
|
|
6
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$145K
|
+$143K
|
+2,782
|
New
|
|
|
7
|
Fidelity Investments
Boston,
Massachusetts
|
$104K
|
+$30.2K
|
+586
|
+42%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$77.5K
|
+$464
|
+9
|
+0.6%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$62.7K
|
–
|
–
|
–
|
|
|
10
|
Rockefeller Capital Management
New York
|
$61.4K
|
+$464
|
+9
|
+0.8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$60K
|
+$59.1K
|
+1,147
|
New
|
|
|
12
|
|
$47.3K
|
-$101K
|
-1,964
|
-68%
|
|
|
13
|
Franklin Resources
San Mateo,
California
|
$11.8K
|
+$11.6K
|
+225
|
New
|
|
|
14
|
Hantz Financial Services
Southfield,
Michigan
|
$3K
|
+$3.09K
|
+60
|
New
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$1.31K
|
–
|
–
|
–
|
|
|
16
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.2K
|
–
|
–
|
–
|
|
|
17
|
Oakworth Capital
Birmingham,
Alabama
|
$1.2K
|
+$1.19K
|
+23
|
New
|
|
|
18
|
Silver Grove Financial Group
Orchard Park,
New York
|
$1.09K
|
–
|
–
|
–
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$575
|
+$567
|
+11
|
New
|
|
|
20
|
MASECO Private Wealth
London,
|
$209
|
–
|
–
|
–
|
|
|
21
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$105
|
-$1.6K
|
-31
|
-94%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$99
|
+$52
|
+1
|
+100%
|
|
|
23
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$28
|
–
|
–
|
–
|
|
|
24
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$18.7K
|
-385
|
Closed
|
|
|
25
|
Aventura Private Wealth
Aventura,
Florida
|
–
|
-$8.56K
|
-176
|
Closed
|
|
