|
1
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$2.36M
|
+$1.75M
|
+75,444
|
+187%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$1.48M
|
-$354K
|
-15,255
|
-17%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$564K
|
+$7.95K
|
+342
|
+1%
|
|
|
4
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$531K
|
+$295K
|
+12,690
|
+95%
|
|
|
5
|
Private Advisor Group
Morristown,
New Jersey
|
$458K
|
+$108K
|
+4,648
|
+26%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$361K
|
+$412K
|
+17,720
|
New
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$298K
|
+$340K
|
+14,645
|
New
|
|
|
8
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$211K
|
-$3.21K
|
-138
|
-1%
|
|
|
9
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$153K
|
-$4.65K
|
-200
|
-3%
|
|
|
10
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$124K
|
+$1.39K
|
+60
|
+1%
|
|
|
11
|
Consultiva Wealth Management
San Juan,
Puerto Rico
|
$65K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$50K
|
+$53.8K
|
+2,316
|
+1,534%
|
|
|
13
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$42K
|
-$210K
|
-9,034
|
-81%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$38K
|
+$9.08K
|
+391
|
+27%
|
|
|
15
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$34.7K
|
+$2.77K
|
+119
|
+8%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$335K
|
-14,108
|
Closed
|
|
|
18
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
–
|
-$222K
|
-9,342
|
Closed
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$52K
|
-2,209
|
Closed
|
|
|
20
|
Private Ocean
San Rafael,
California
|
–
|
-$51K
|
-2,149
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$23
|
-1
|
-5%
|
|
|
22
|
|
–
|
+$232
|
+10
|
New
|
|
