|
1
|
LPL Financial
San Diego,
California
|
$3.94M
|
+$204K
|
+5,544
|
+6%
|
|
|
2
|
Encompass More Asset Management
Danville,
California
|
$1.94M
|
+$1.73M
|
+47,074
|
New
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.32M
|
+$374K
|
+10,170
|
+47%
|
|
|
4
|
Equitable Holdings
New York
|
$1.07M
|
+$959K
|
+26,067
|
New
|
|
|
5
|
Arden Trust
Wilmington,
Delaware
|
$581K
|
-$167K
|
-4,537
|
-24%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$396K
|
-$401K
|
-10,909
|
-53%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$90.5K
|
+$3.13K
|
+85
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$30.6K
|
-$6.29K
|
-171
|
-19%
|
|
|
9
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$17K
|
–
|
–
|
–
|
|
|
10
|
Geneos Wealth Management
Englewood,
Colorado
|
$14.7K
|
-$2.91K
|
-79
|
-18%
|
|
|
11
|
Coppell Advisory Solutions
Coppell,
Texas
|
$12.8K
|
+$11.4K
|
+310
|
New
|
|
|
12
|
|
$44
|
+$37
|
+1
|
New
|
|
|
13
|
Aspen Investment Management
Grand Rapids,
Michigan
|
–
|
-$937K
|
-26,062
|
Closed
|
|
|
14
|
|
–
|
-$326K
|
-9,047
|
Closed
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$319K
|
-8,877
|
Closed
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$319K
|
-8,877
|
Closed
|
|
