|
1
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$543M
|
-$7.71M
|
-315,818
|
-1%
|
|
|
2
|
Insight Wealth Partners
Plano,
Texas
|
$4.2M
|
+$4.07M
|
+166,629
|
New
|
|
|
3
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$3.45M
|
+$3.35M
|
+137,128
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.58M
|
+$93.8K
|
+3,845
|
+4%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$911K
|
+$612K
|
+25,077
|
+225%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$255K
|
+$247K
|
+10,127
|
New
|
|
|
7
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$252K
|
–
|
–
|
–
|
|
|
8
|
Firestone Capital Management
Coral Gables,
Florida
|
$170K
|
+$164K
|
+6,740
|
New
|
|
|
9
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$105K
|
–
|
–
|
–
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$57K
|
–
|
–
|
–
|
|
|
11
|
Asset Dedication LLC
San Francisco,
California
|
$48K
|
–
|
–
|
–
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$31K
|
+$7.59K
|
+311
|
+33%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$14K
|
-$33.7K
|
-1,380
|
-71%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5K
|
+$73
|
+3
|
+2%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$5K
|
+$4.83K
|
+198
|
+19,800%
|
|
|
16
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.81K
|
+$1.76K
|
+72
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.73M
|
-74,051
|
Closed
|
|
|
18
|
|
–
|
-$1.06M
|
-45,255
|
Closed
|
|
|
19
|
TrustCore Financial Services
Brentwood,
Tennessee
|
–
|
-$31K
|
-1,336
|
Closed
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
-$24
|
-1
|
Closed
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
+$49
|
+2
|
New
|
|
