|
1
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$71.8M
|
+$67M
|
+2,711,891
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.05M
|
-$505K
|
-20,416
|
-10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.84M
|
+$3.46M
|
+140,130
|
+327%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$3.75M
|
-$252K
|
-10,191
|
-7%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$1.86M
|
+$1.74M
|
+70,294
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.1M
|
+$643K
|
+26,010
|
+166%
|
|
|
7
|
|
$1.08M
|
+$420K
|
+16,999
|
+71%
|
|
|
8
|
Cypress Wealth Advisors
San Francisco,
California
|
$886K
|
–
|
–
|
–
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$659K
|
+$308K
|
+12,479
|
+101%
|
|
|
10
|
CPWM LLC
Seattle,
Washington
|
$352K
|
-$186K
|
-7,522
|
-36%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$296K
|
-$14.1K
|
-570
|
-5%
|
|
|
12
|
Geneos Wealth Management
Englewood,
Colorado
|
$247K
|
+$231K
|
+9,360
|
New
|
|
|
13
|
CIBC World Market
Toronto,
Ontario, Canada
|
$210K
|
+$196K
|
+7,915
|
New
|
|
|
14
|
BlackRock Investment Management
Wilmington,
Delaware
|
$123K
|
+$115K
|
+4,643
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$121K
|
+$6.33K
|
+256
|
+6%
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$100K
|
+$66.3K
|
+2,682
|
+245%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$67K
|
+$25.7K
|
+1,041
|
+72%
|
|
|
18
|
|
$5K
|
–
|
–
|
–
|
|
|
19
|
|
–
|
-$2.45M
|
-97,195
|
Closed
|
|
