|
1
|
UBS Group
Zurich,
Switzerland
|
$5.82M
|
-$595K
|
-23,980
|
-9%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$2.71M
|
+$142K
|
+5,723
|
+6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$1.68M
|
-$59K
|
-2,377
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$1.49M
|
-$289K
|
-11,655
|
-16%
|
|
|
5
|
|
$1.16M
|
+$337K
|
+13,593
|
+41%
|
|
|
6
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$1.04M
|
+$2.13K
|
+86
|
+0.2%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$978K
|
-$6.63K
|
-267
|
-0.7%
|
|
|
8
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$808K
|
+$421K
|
+16,969
|
+109%
|
|
|
9
|
SimpliFi Inc
San Diego,
California
|
$714K
|
–
|
–
|
–
|
|
|
10
|
|
$443K
|
+$189K
|
+7,614
|
+75%
|
|
|
11
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$280K
|
+$31.7K
|
+1,279
|
+13%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$271K
|
-$73.7K
|
-2,970
|
-21%
|
|
|
13
|
WealthBridge Capital Management
Westerville,
Ohio
|
$266K
|
-$11.5K
|
-462
|
-4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$263K
|
+$5.36K
|
+216
|
+2%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$256K
|
+$25.4K
|
+1,025
|
+11%
|
|
|
16
|
World Investment Advisors
Santa Barbara,
California
|
$238K
|
+$5.36K
|
+216
|
+2%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$216K
|
-$5.91K
|
-238
|
-3%
|
|
|
18
|
Net Worth Advisory Group
Sandy,
Utah
|
$214K
|
+$214K
|
+8,603
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$183K
|
+$12.4K
|
+500
|
+7%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$141K
|
–
|
–
|
–
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$60.8K
|
+$60.8K
|
+2,448
|
New
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$43.7K
|
-$29.5K
|
-1,188
|
-40%
|
|
|
23
|
Principal Securities
Des Moines,
Iowa
|
$12.4K
|
–
|
–
|
–
|
|
|
24
|
|
$6.61K
|
+$6.6K
|
+266
|
New
|
|
|
25
|
Olistico Wealth
Tulsa,
Oklahoma
|
$2.49K
|
–
|
–
|
–
|
|
