|
1
|
Lattice Strategies
Wayne,
Pennsylvania
|
$18.1M
|
-$1.35M
|
-50,740
|
-7%
|
|
|
2
|
Paracle Advisors
Mercer Island,
Washington
|
$15.5M
|
+$854K
|
+32,043
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
+$9.04M
|
+338,936
|
+150%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.99M
|
+$2.23M
|
+83,523
|
+121%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.61M
|
–
|
–
|
–
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$2.03M
|
+$2.07M
|
+77,617
|
New
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$1.49M
|
+$278K
|
+10,432
|
+22%
|
|
|
8
|
|
$1.35M
|
+$300K
|
+11,254
|
+28%
|
|
|
9
|
Financial Advocates Investment Management
Olympia,
Washington
|
$291K
|
+$4.48K
|
+168
|
+2%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$205K
|
+$209K
|
+7,845
|
New
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$179K
|
–
|
–
|
–
|
|
|
12
|
Northwest Wealth Management
Spencer,
Iowa
|
$59K
|
+$60.3K
|
+2,260
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$48K
|
+$14.7K
|
+550
|
+42%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$47K
|
–
|
–
|
–
|
|
|
15
|
Pin Oak Investment Advisors
Houston,
Texas
|
$14K
|
+$14.6K
|
+548
|
New
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$481K
|
-18,655
|
Closed
|
|
