|
1
|
Lattice Strategies
Wayne,
Pennsylvania
|
$15.8M
|
-$127K
|
-5,160
|
-0.7%
|
|
|
2
|
Paracle Advisors
Mercer Island,
Washington
|
$14M
|
+$726K
|
+29,468
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$7.48M
|
-$5.75M
|
-233,340
|
-41%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$5.45M
|
+$2.18M
|
+88,516
|
+58%
|
|
|
5
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.77M
|
+$4.11M
|
+166,866
|
New
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.12M
|
–
|
–
|
–
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$3.08M
|
+$3.36M
|
+136,198
|
New
|
|
|
8
|
|
$1.73M
|
+$617K
|
+25,024
|
+49%
|
|
|
9
|
|
$1.32M
|
+$1.44M
|
+58,463
|
New
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$1.12M
|
-$182K
|
-7,376
|
-13%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$326K
|
+$355K
|
+14,416
|
New
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$174K
|
+$21.1K
|
+857
|
+12%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$53K
|
+$12.3K
|
+500
|
+27%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$47K
|
–
|
–
|
–
|
|
|
15
|
Pin Oak Investment Advisors
Houston,
Texas
|
$22K
|
+$10.3K
|
+417
|
+76%
|
|
|
16
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$11K
|
+$12.4K
|
+503
|
New
|
|
|
17
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$7K
|
+$7.94K
|
+322
|
New
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
+$6.21K
|
+252
|
New
|
|
|
19
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$2.03M
|
-77,617
|
Closed
|
|
|
20
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$291K
|
-11,141
|
Closed
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$205K
|
-7,845
|
Closed
|
|
|
22
|
Northwest Wealth Management
Spencer,
Iowa
|
–
|
-$59K
|
-2,260
|
Closed
|
|
