|
1
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$65.7M
|
+$13.2M
|
+992,076
|
+25%
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1M
|
+$626K
|
+46,942
|
+168%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$830K
|
+$201K
|
+15,056
|
+32%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$765K
|
-$61.6K
|
-4,622
|
-7%
|
|
|
5
|
Kalos Management
Alpharetta,
Georgia
|
$668K
|
+$637K
|
+47,816
|
New
|
|
|
6
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$239K
|
-$302K
|
-22,650
|
-56%
|
|
|
7
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$219K
|
+$34.5K
|
+2,590
|
+19%
|
|
|
8
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$207K
|
+$206K
|
+15,468
|
New
|
|
|
9
|
Westwind Capital
Las Cruces,
New Mexico
|
$165K
|
+$10.3K
|
+770
|
+7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$114K
|
+$113K
|
+8,500
|
New
|
|
|
11
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$85K
|
+$84.4K
|
+6,334
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$72K
|
+$71.6K
|
+5,370
|
New
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$32K
|
+$31.7K
|
+2,380
|
New
|
|
|
14
|
Barnett & Company
Chattanooga,
Tennessee
|
$20K
|
–
|
–
|
–
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
$18K
|
+$17.7K
|
+1,326
|
New
|
|
|
16
|
Reilly Financial Advisors
La Mesa,
California
|
$16K
|
+$16K
|
+1,200
|
New
|
|
|
17
|
|
–
|
-$4.28M
|
-329,534
|
Closed
|
|
|
18
|
Dowling & Yahnke
San Diego,
California
|
–
|
-$218K
|
-16,800
|
Closed
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$7K
|
-500
|
Closed
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$1K
|
-80
|
Closed
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
–
|
+$133
|
+10
|
New
|
|
|
22
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
–
|
+$240
|
+18
|
New
|
|
