|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.5M
|
-$737K
|
-17,834
|
-23%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.62M
|
-$1.31M
|
-31,680
|
-45%
|
|
|
3
|
Flow Traders U.S.
New York
|
$1.04M
|
-$40.3K
|
-976
|
-4%
|
|
|
4
|
GHP Investment Advisors
Denver,
Colorado
|
$909K
|
-$18.5K
|
-447
|
-2%
|
|
|
5
|
Strategic Blueprint
Atlanta,
Georgia
|
$777K
|
-$672K
|
-16,253
|
-47%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$438K
|
-$16.3K
|
-395
|
-4%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$269K
|
+$264K
|
+6,397
|
New
|
|
|
8
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$218K
|
+$215K
|
+5,192
|
New
|
|
|
9
|
ICA Group Wealth Management
Denver,
Colorado
|
$214K
|
+$228K
|
+5,511
|
New
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$192K
|
-$119K
|
-2,884
|
-39%
|
|
|
11
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$55K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$55K
|
–
|
–
|
–
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$29K
|
–
|
–
|
–
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$17K
|
+$3.47K
|
+84
|
+25%
|
|
|
15
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$9K
|
+$8.55K
|
+207
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.53M
|
-34,956
|
Closed
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$1.35M
|
-30,684
|
Closed
|
|
|
18
|
Aries Wealth Management
Portland,
Maine
|
–
|
-$310K
|
-7,061
|
Closed
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$31K
|
-700
|
Closed
|
|
|
20
|
Allworth Financial
Folsom,
California
|
–
|
-$2K
|
-56
|
Closed
|
|
