|
1
|
LPL Financial
San Diego,
California
|
$60.7M
|
+$61.4M
|
+2,792,973
|
New
|
|
|
2
|
World Equity Group
Schaumburg,
Illinois
|
$1.8M
|
+$524K
|
+23,838
|
+40%
|
|
|
3
|
Counterpoint Mutual Funds
San Diego,
California
|
$1.65M
|
-$5.8M
|
-264,200
|
-78%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$991K
|
+$111K
|
+5,068
|
+12%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$899K
|
-$375K
|
-17,076
|
-29%
|
|
|
6
|
First Horizon Advisors
Memphis,
Tennessee
|
$744K
|
+$132K
|
+5,987
|
+21%
|
|
|
7
|
|
$391K
|
+$395K
|
+18,002
|
New
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$329K
|
+$332K
|
+15,136
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$306K
|
+$310K
|
+14,100
|
New
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$185K
|
+$187K
|
+8,530
|
New
|
|
|
11
|
Luminist Capital
Grand Rapids,
Michigan
|
$37.4K
|
+$37.8K
|
+1,722
|
New
|
|
|
12
|
|
$27
|
+$22
|
+1
|
New
|
|
|
13
|
GTS Securities
Miami,
Florida
|
–
|
-$587K
|
-26,459
|
Closed
|
|
|
14
|
|
–
|
-$140K
|
-6,321
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.22K
|
-55
|
Closed
|
|
