|
1
|
Edelman Financial Services
Fairfax,
Virginia
|
$1.07B
|
+$18.2M
|
+535,566
|
+2%
|
|
|
2
|
|
$4.21M
|
+$4.04M
|
+118,802
|
New
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$605K
|
-$927K
|
-27,248
|
-61%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$447K
|
+$20.4K
|
+599
|
+5%
|
|
|
5
|
|
$393K
|
+$377K
|
+11,092
|
New
|
|
|
6
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$287K
|
-$4.9K
|
-144
|
-2%
|
|
|
7
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$287K
|
-$2.11K
|
-62
|
-0.8%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$219K
|
-$6.02K
|
-177
|
-3%
|
|
|
9
|
Bank of New York Mellon
New York
|
$211K
|
+$203K
|
+5,965
|
New
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$201K
|
+$193K
|
+5,658
|
New
|
|
|
11
|
Sandy Spring Bank
Olney,
Maryland
|
$90K
|
-$3.4K
|
-100
|
-4%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58K
|
+$48.5K
|
+1,425
|
+770%
|
|
|
13
|
|
$35K
|
-$68.1K
|
-2,000
|
-67%
|
|
|
14
|
Global Retirement Partners
San Rafael,
California
|
$27K
|
+$14.4K
|
+422
|
+128%
|
|
|
15
|
Perigon Wealth Management
San Francisco,
California
|
$25K
|
+$19.8K
|
+583
|
+498%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$18K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$18K
|
+$17.2K
|
+506
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$767K
|
-22,758
|
Closed
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
–
|
-$20K
|
-595
|
Closed
|
|
|
21
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
–
|
-$11K
|
-321
|
Closed
|
|
|
22
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
+$136
|
+4
|
New
|
|
