|
1
|
|
$450M
|
–
|
–
|
–
|
|
|
2
|
IndexIQ Advisors
New York
|
$6.25M
|
+$111K
|
+1,048
|
+2%
|
|
|
3
|
Flow Traders U.S.
New York
|
$5.33M
|
-$3.37M
|
-31,868
|
-39%
|
|
|
4
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$5.29M
|
+$1.48M
|
+14,002
|
+39%
|
|
|
5
|
Optimal Asset Management
Los Altos,
California
|
$4.73M
|
+$4.73M
|
+44,813
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$4.14M
|
-$345K
|
-3,266
|
-8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$3.79M
|
+$26.9K
|
+255
|
+0.7%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.69M
|
+$1.38M
|
+13,032
|
+60%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.47M
|
+$54.5K
|
+516
|
+2%
|
|
|
10
|
First Allied Advisory Services
San Diego,
California
|
$1.08M
|
-$169K
|
-1,603
|
-14%
|
|
|
11
|
Principal Financial Group
Des Moines,
Iowa
|
$976K
|
+$185K
|
+1,749
|
+23%
|
|
|
12
|
Jupiter Wealth Management
Glendale,
Colorado
|
$736K
|
+$54.4K
|
+515
|
+8%
|
|
|
13
|
|
$458K
|
-$11.4M
|
-108,188
|
-96%
|
|
|
14
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$409K
|
+$103K
|
+973
|
+34%
|
|
|
15
|
Verus Capital Partners
Scottsdale,
Arizona
|
$133K
|
+$133K
|
+1,261
|
New
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$87K
|
+$17.3K
|
+164
|
+25%
|
|
|
17
|
|
$63K
|
+$63.4K
|
+600
|
New
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$951
|
+9
|
New
|
|
|
21
|
Wealth Quarterback
Toms River,
New Jersey
|
$24
|
+$267K
|
+2,531
|
New
|
|
|
22
|
|
–
|
-$9.32M
|
-88,289
|
Closed
|
|
|
23
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$2.01M
|
-19,078
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$518K
|
-4,906
|
Closed
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
–
|
+$211
|
+2
|
+200%
|
|
