|
1
|
Prudential plc
London, England,
United Kingdom
|
$12.8M
|
+$10.9M
|
+464,500
|
New
|
|
|
2
|
Main Management ETF Advisors
San Francisco,
California
|
$4.68M
|
+$567K
|
+24,200
|
+17%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$1.15M
|
-$19.1K
|
-816
|
-2%
|
|
|
4
|
Main Management
San Francisco,
California
|
$581K
|
-$31K
|
-1,322
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$421K
|
+$359K
|
+15,305
|
New
|
|
|
6
|
Emery Howard Portfolio Management
Burlingame,
California
|
$275K
|
–
|
–
|
–
|
|
|
7
|
|
$247K
|
+$211K
|
+8,992
|
New
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$245K
|
-$43.3K
|
-1,850
|
-17%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$233K
|
+$35.1K
|
+1,500
|
+21%
|
|
|
10
|
Spire Wealth Management
Mclean,
Virginia
|
$129K
|
+$110K
|
+4,679
|
New
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$41K
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$36K
|
+$2.51K
|
+107
|
+9%
|
|
|
13
|
North Star Investment Management
Chicago,
Illinois
|
$27K
|
–
|
–
|
–
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
15
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11K
|
+$9.37K
|
+400
|
New
|
|
|
17
|
Retirement Group
San Diego,
California
|
$8K
|
–
|
–
|
–
|
|
|
18
|
American Portfolios Advisors
Holbrook,
New York
|
$5.5K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$1.75M
|
-82,738
|
Closed
|
|
|
21
|
Pekin Hardy Strauss
Chicago,
Illinois
|
–
|
-$546K
|
-25,725
|
Closed
|
|
|
22
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$6K
|
-275
|
Closed
|
|
|
23
|
TrustCore Financial Services
Brentwood,
Tennessee
|
–
|
-$6K
|
-275
|
Closed
|
|
|
24
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$4K
|
-200
|
Closed
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1K
|
-36
|
Closed
|
|
