|
1
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$18.8M
|
+$4.9M
|
+101,215
|
+38%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$4.8M
|
+$230K
|
+4,749
|
+5%
|
|
|
3
|
Flow Traders U.S.
New York
|
$1.47M
|
-$1.59M
|
-32,877
|
-54%
|
|
|
4
|
Arvest Investments
Lowell,
Arkansas
|
$1.29M
|
+$1.21M
|
+24,961
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.11M
|
-$75K
|
-1,547
|
-7%
|
|
|
6
|
|
$794K
|
-$2.24M
|
-46,226
|
-75%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$400K
|
-$1.63M
|
-33,732
|
-81%
|
|
|
8
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$319K
|
+$49.6K
|
+1,023
|
+20%
|
|
|
9
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$247K
|
–
|
–
|
–
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$217K
|
-$459K
|
-9,481
|
-69%
|
|
|
11
|
NBC Securities
Birmingham,
Alabama
|
$201K
|
-$824
|
-17
|
-0.4%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$192K
|
+$180K
|
+3,721
|
New
|
|
|
13
|
Tidemark
San Diego,
California
|
$67.5K
|
+$63.3K
|
+1,307
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51K
|
+$242
|
+5
|
+0.5%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$36.5K
|
+$34.3K
|
+707
|
New
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$26.6K
|
+$1.45K
|
+30
|
+6%
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$11.6K
|
–
|
–
|
–
|
|
|
18
|
Harbour Investments
Madison,
Wisconsin
|
$2.12K
|
–
|
–
|
–
|
|
|
19
|
|
$89
|
+$48
|
+1
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$22
|
-$48
|
-1
|
Closed
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.19M
|
-24,763
|
Closed
|
|
|
22
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$347K
|
-7,232
|
Closed
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$298K
|
-5,977
|
Closed
|
|
