|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$315M
|
-$13.7M
|
-625,499
|
-4%
|
|
|
2
|
|
$5.03M
|
-$4.91M
|
-224,848
|
-46%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$1.81M
|
+$105K
|
+4,829
|
+5%
|
|
|
4
|
Cypress Capital
Franklin,
Tennessee
|
$484K
|
+$550K
|
+25,184
|
New
|
|
|
5
|
Members Trust
Tampa,
Florida
|
$364K
|
-$172K
|
-7,874
|
-29%
|
|
|
6
|
Wealthsimple
Toronto,
Ontario, Canada
|
$312K
|
+$6.4K
|
+293
|
+2%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$277K
|
+$315K
|
+14,423
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$260K
|
-$37.5K
|
-1,717
|
-11%
|
|
|
9
|
Insight Wealth Partners
Plano,
Texas
|
$224K
|
+$10.5K
|
+480
|
+4%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$215K
|
+$244K
|
+11,190
|
New
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$51K
|
+$590
|
+27
|
+1%
|
|
|
12
|
|
$44K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$28K
|
-$13.7K
|
-626
|
-30%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24K
|
-$46.9K
|
-2,149
|
-63%
|
|
|
15
|
Fidelity Investments
Boston,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.04M
|
-136,623
|
Closed
|
|
|
19
|
Camelot Portfolios
Maumee,
Ohio
|
–
|
-$482K
|
-21,673
|
Closed
|
|
|
20
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$244K
|
-10,987
|
Closed
|
|
|
21
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$18K
|
-819
|
Closed
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
–
|
+$22
|
+1
|
New
|
|
|
23
|
Vident Investment Advisory
Alpharetta,
Georgia
|
–
|
+$2.18M
|
+99,707
|
+49%
|
|
