|
1
|
LPL Financial
San Diego,
California
|
$160M
|
+$30.4M
|
+1,393,073
|
+24%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.91M
|
+$2.61M
|
+119,755
|
+896%
|
|
|
3
|
|
$2.61M
|
+$2.6M
|
+119,091
|
New
|
|
|
4
|
Counterpoint Mutual Funds
San Diego,
California
|
$2.35M
|
+$279K
|
+12,800
|
+14%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.85M
|
+$65.1K
|
+2,986
|
+4%
|
|
|
6
|
|
$620K
|
-$172K
|
-7,886
|
-22%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$395K
|
-$219K
|
-10,049
|
-36%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$272K
|
+$270K
|
+12,401
|
New
|
|
|
9
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$229K
|
+$228K
|
+10,459
|
New
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$214K
|
+$213K
|
+9,753
|
New
|
|
|
11
|
West Michigan Advisors
Holland,
Michigan
|
$212K
|
+$211K
|
+9,682
|
New
|
|
|
12
|
Global Retirement Partners
San Rafael,
California
|
$95.8K
|
-$216K
|
-9,897
|
-69%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$49.6K
|
+$49.4K
|
+2,267
|
New
|
|
|
14
|
Luminist Capital
Grand Rapids,
Michigan
|
$37.8K
|
–
|
–
|
–
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$31.5K
|
+$31.4K
|
+1,439
|
New
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$26K
|
+$25.9K
|
+1,188
|
New
|
|
|
17
|
|
$28
|
+$22
|
+1
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$612K
|
-28,151
|
Closed
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
–
|
-$196K
|
-9,001
|
Closed
|
|
|
20
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
–
|
-$21.8K
|
-1,000
|
Closed
|
|
