|
1
|
Edelman Financial Services
Fairfax,
Virginia
|
$649M
|
-$376M
|
-10,790,380
|
-36%
|
|
|
2
|
|
$2.71M
|
+$2.81M
|
+80,553
|
New
|
|
|
3
|
|
$1.68M
|
-$2.4M
|
-68,758
|
-58%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$429K
|
-$151K
|
-4,318
|
-25%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$421K
|
+$380K
|
+10,894
|
+677%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$316K
|
+$328K
|
+9,417
|
New
|
|
|
7
|
|
$252K
|
-$125K
|
-3,582
|
-32%
|
|
|
8
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$250K
|
-$41.3K
|
-1,185
|
-14%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$244K
|
+$254K
|
+7,274
|
New
|
|
|
10
|
Bouchey Financial Group
Troy,
New York
|
$218K
|
+$227K
|
+6,500
|
New
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$169K
|
-$39.7K
|
-1,140
|
-18%
|
|
|
12
|
Sandy Spring Bank
Olney,
Maryland
|
$81K
|
-$5.23K
|
-150
|
-6%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$64K
|
+$49.3K
|
+1,414
|
+279%
|
|
|
14
|
Perigon Wealth Management
San Francisco,
California
|
$46K
|
+$23.7K
|
+681
|
+97%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$25K
|
–
|
–
|
–
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$17K
|
–
|
–
|
–
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17K
|
+$17.8K
|
+510
|
New
|
|
|
19
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$4K
|
+$3.98K
|
+114
|
New
|
|
|
20
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1K
|
+$628
|
+18
|
New
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$447K
|
-12,613
|
Closed
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$287K
|
-8,085
|
Closed
|
|
|
23
|
Bank of New York Mellon
New York
|
–
|
-$211K
|
-5,965
|
Closed
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$201K
|
-5,658
|
Closed
|
|
|
25
|
|
–
|
-$35K
|
-1,000
|
Closed
|
|
