|
1
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$11.9M
|
+$9.39M
|
+348,731
|
+412%
|
|
|
2
|
Prospera Financial Services
Dallas,
Texas
|
$11.4M
|
+$7.83M
|
+290,911
|
+234%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.6M
|
+$1.29M
|
+48,025
|
+14%
|
|
|
4
|
|
$10.4M
|
+$2.11M
|
+78,228
|
+26%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$8.94M
|
-$897K
|
-33,307
|
-9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.05M
|
+$88.5K
|
+3,289
|
+2%
|
|
|
7
|
|
$3.86M
|
-$1.49M
|
-55,354
|
-28%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.09M
|
-$103K
|
-3,833
|
-3%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.97M
|
+$482K
|
+17,902
|
+33%
|
|
|
10
|
Refined Wealth Management
Salt Lake City,
Utah
|
$1.84M
|
+$108K
|
+4,029
|
+6%
|
|
|
11
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$1.73M
|
-$485K
|
-18,006
|
-22%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.73M
|
+$21.7K
|
+806
|
+1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.56M
|
+$219K
|
+8,144
|
+17%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.55M
|
-$1.2M
|
-44,647
|
-44%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.55M
|
-$419K
|
-15,571
|
-22%
|
|
|
16
|
Monument Capital Management
Alexandria,
Virginia
|
$1.25M
|
-$246K
|
-9,148
|
-17%
|
|
|
17
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$703K
|
-$73.1K
|
-2,716
|
-10%
|
|
|
18
|
Freedom Investment Management
Hartford,
Connecticut
|
$668K
|
+$655K
|
+24,320
|
New
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$668K
|
-$120K
|
-4,461
|
-16%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$590K
|
-$3.93K
|
-146
|
-0.7%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$539K
|
-$26.4K
|
-980
|
-5%
|
|
|
22
|
|
$539K
|
+$6.46K
|
+240
|
+1%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$444K
|
-$30.7K
|
-1,140
|
-7%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$353K
|
-$44K
|
-1,633
|
-11%
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$332K
|
-$33.9K
|
-1,261
|
-9%
|
|
