|
1
|
State Street
Boston,
Massachusetts
|
$218M
|
+$12.2M
|
+638,367
|
+6%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.4M
|
+$8.35M
|
+435,240
|
+426%
|
|
|
3
|
Signet Financial Management
Parsippany,
New Jersey
|
$4.72M
|
+$1.17M
|
+61,076
|
+33%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.5M
|
+$1.2M
|
+62,824
|
+53%
|
|
|
5
|
|
$1.93M
|
–
|
–
|
–
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$1.57M
|
+$499K
|
+26,021
|
+47%
|
|
|
7
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1.34M
|
+$1.01M
|
+52,528
|
+304%
|
|
|
8
|
Ruggie Capital Group
Tavares,
Florida
|
$1M
|
+$997K
|
+52,018
|
New
|
|
|
9
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$989K
|
–
|
–
|
–
|
|
|
10
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$704K
|
-$23K
|
-1,201
|
-3%
|
|
|
11
|
Strategic Wealth Partners
Independence,
Ohio
|
$529K
|
+$103K
|
+5,375
|
+24%
|
|
|
12
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$415K
|
+$29.4K
|
+1,533
|
+8%
|
|
|
13
|
|
$409K
|
+$163K
|
+8,485
|
+67%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$215K
|
–
|
–
|
–
|
|
|
15
|
Advisor Group
Phoenix,
Arizona
|
$115K
|
–
|
–
|
–
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$100K
|
+$99.3K
|
+5,177
|
New
|
|
|
17
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$21K
|
-$3.49K
|
-182
|
-14%
|
|
|
18
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$5K
|
+$4.91K
|
+256
|
New
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$216K
|
-11,232
|
Closed
|
|
|
21
|
Two Sigma Securities
New York
|
–
|
-$199K
|
-10,346
|
Closed
|
|
|
22
|
LexAurum Advisors
Overland Park,
Kansas
|
–
|
-$198K
|
-10,320
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$196K
|
-10,200
|
Closed
|
|
|
24
|
Royal Fund Management
Lady Lake,
Florida
|
–
|
-$35K
|
-1,860
|
Closed
|
|
