|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$111M
|
-$6.93M
|
-187,508
|
-6%
|
|
|
2
|
TAP Consulting
Kirkwood,
Missouri
|
$6.39M
|
-$3.37M
|
-91,131
|
-35%
|
|
|
3
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.88M
|
-$157K
|
-4,254
|
-4%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.84M
|
+$1.79M
|
+48,566
|
New
|
|
|
5
|
Appleton Partners
Boston,
Massachusetts
|
$734K
|
-$9.97K
|
-270
|
-1%
|
|
|
6
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$676K
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$497K
|
-$837K
|
-22,654
|
-63%
|
|
|
8
|
Firestone Capital Management
Coral Gables,
Florida
|
$335K
|
+$16K
|
+434
|
+5%
|
|
|
9
|
Cetera Advisor Networks
El Segundo,
California
|
$321K
|
+$13.4K
|
+362
|
+4%
|
|
|
10
|
Focus Financial Network
Minneapolis,
Minnesota
|
$308K
|
+$299K
|
+8,105
|
New
|
|
|
11
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$292K
|
+$284K
|
+7,700
|
New
|
|
|
12
|
Crossmark Global Holdings
Houston,
Texas
|
$226K
|
+$220K
|
+5,958
|
New
|
|
|
13
|
Members Trust
Tampa,
Florida
|
$207K
|
–
|
–
|
–
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$203K
|
+$51.8K
|
+1,402
|
+36%
|
|
|
15
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$67K
|
–
|
–
|
–
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$47K
|
–
|
–
|
–
|
|
|
17
|
|
$19K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$12K
|
+$11.9K
|
+322
|
New
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
+$1.55K
|
+42
|
New
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$1K
|
–
|
–
|
–
|
|
|
21
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$454K
|
-11,512
|
Closed
|
|
