|
1
|
|
$749M
|
+$507M
|
+11,599,518
|
+176%
|
|
|
2
|
|
$7.2M
|
+$4.44M
|
+101,648
|
+139%
|
|
|
3
|
55I LLC
Boston,
Massachusetts
|
$5.46M
|
+$404K
|
+9,251
|
+7%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$3.78M
|
+$4.02M
|
+91,908
|
New
|
|
|
5
|
Integrity Advisory
Overland Park,
Kansas
|
$3.37M
|
+$3.58M
|
+81,950
|
New
|
|
|
6
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.49M
|
-$816K
|
-18,681
|
-24%
|
|
|
7
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.27M
|
+$320K
|
+7,317
|
+15%
|
|
|
8
|
CGN Advisors
Manhattan,
Kansas
|
$2.22M
|
+$2.36M
|
+54,023
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$530K
|
+$15.2K
|
+347
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$497K
|
+$14.4K
|
+329
|
+3%
|
|
|
11
|
Security Financial Services
Fort Wayne,
Indiana
|
$375K
|
-$95K
|
-2,173
|
-19%
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$313K
|
+$332K
|
+7,601
|
New
|
|
|
13
|
Transcend Capital Advisors
Madison,
New Jersey
|
$213K
|
+$226K
|
+5,173
|
New
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$60K
|
+$25K
|
+571
|
+65%
|
|
|
15
|
|
$9K
|
+$10.6K
|
+242
|
New
|
|
|
16
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$5K
|
+$2.27K
|
+52
|
+85%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
+$1K
|
+23
|
New
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$4.6M
|
-98,822
|
Closed
|
|
|
20
|
Flow Traders U.S.
New York
|
–
|
-$818K
|
-17,581
|
Closed
|
|
|
21
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$411K
|
-8,827
|
Closed
|
|
|
22
|
Snowden Capital Advisors
New York
|
–
|
-$45K
|
-979
|
Closed
|
|
|
23
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$5K
|
-115
|
Closed
|
|
|
24
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
+$175
|
+4
|
New
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
+$393
|
+9
|
New
|
|
