|
1
|
Edelman Financial Services
Fairfax,
Virginia
|
$997M
|
+$25M
|
+771,564
|
+3%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$1.5M
|
+$1.44M
|
+44,323
|
New
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$767K
|
+$738K
|
+22,758
|
New
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$405K
|
+$389K
|
+12,014
|
New
|
|
|
5
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$296K
|
-$2.43K
|
-75
|
-0.8%
|
|
|
6
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$275K
|
+$10.1K
|
+312
|
+4%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$214K
|
+$6.48K
|
+200
|
+3%
|
|
|
8
|
|
$101K
|
–
|
–
|
–
|
|
|
9
|
Sandy Spring Bank
Olney,
Maryland
|
$89K
|
–
|
–
|
–
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21K
|
–
|
–
|
–
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$20K
|
-$421
|
-13
|
-2%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$17K
|
+$16.7K
|
+516
|
New
|
|
|
13
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$11K
|
–
|
–
|
–
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$11K
|
+$7.52K
|
+232
|
+239%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
+$6K
|
+185
|
New
|
|
|
16
|
Perigon Wealth Management
San Francisco,
California
|
$4K
|
+$3.79K
|
+117
|
New
|
|
|
17
|
|
–
|
-$1.67M
|
-53,930
|
Closed
|
|
|
18
|
|
–
|
-$322K
|
-10,394
|
Closed
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$190K
|
-6,137
|
Closed
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$85K
|
-2,738
|
Closed
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
–
|
-$38K
|
-1,214
|
Closed
|
|
|
22
|
|
–
|
-$4K
|
-133
|
Closed
|
|
