|
1
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$101M
|
+$30.1M
|
+2,141,176
|
+44%
|
|
|
2
|
MML Investors Services
Springfield,
Massachusetts
|
$993K
|
+$974K
|
+69,360
|
New
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$957K
|
+$68.3K
|
+4,868
|
+8%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$615K
|
-$198K
|
-14,118
|
-25%
|
|
|
5
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$447K
|
+$221K
|
+15,772
|
+102%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$326K
|
-$732K
|
-52,152
|
-70%
|
|
|
7
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$218K
|
-$15.4K
|
-1,096
|
-7%
|
|
|
8
|
Westwind Capital
Las Cruces,
New Mexico
|
$176K
|
-$983
|
-70
|
-0.6%
|
|
|
9
|
Tower Research Capital (TRC)
New York
|
$126K
|
+$106K
|
+7,520
|
+567%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$122K
|
–
|
–
|
–
|
|
|
11
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$91K
|
–
|
–
|
–
|
|
|
12
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$31K
|
+$30.7K
|
+2,190
|
New
|
|
|
13
|
Barnett & Company
Chattanooga,
Tennessee
|
$21K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$11K
|
+$10.4K
|
+738
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$10K
|
-$65.5K
|
-4,666
|
-87%
|
|
|
16
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$4K
|
+$2.81K
|
+200
|
New
|
|
|
17
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$3K
|
+$2.81K
|
+200
|
+1,111%
|
|
|
18
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$668K
|
-47,816
|
Closed
|
|
|
19
|
Lathrop Investment Management
Little Rock,
Arkansas
|
–
|
-$239K
|
-17,848
|
Closed
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$32K
|
-2,380
|
Closed
|
|
|
21
|
Reilly Financial Advisors
La Mesa,
California
|
–
|
-$16K
|
-1,200
|
Closed
|
|
