|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$317M
|
-$8.03M
|
-349,299
|
-2%
|
|
|
2
|
Vident Advisory
Alpharetta,
Georgia
|
$11.5M
|
+$174K
|
+7,570
|
+2%
|
|
|
3
|
|
$3.09M
|
+$2.25M
|
+97,993
|
+358%
|
|
|
4
|
Old Mission Capital
Chicago,
Illinois
|
$568K
|
-$312K
|
-13,569
|
-37%
|
|
|
5
|
WorthPointe
La Jolla,
California
|
$354K
|
+$330K
|
+14,368
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$239K
|
-$7.89K
|
-343
|
-3%
|
|
|
7
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$227K
|
+$212K
|
+9,239
|
New
|
|
|
8
|
Camelot Portfolios
Maumee,
Ohio
|
$227K
|
+$212K
|
+9,211
|
New
|
|
|
9
|
Holistic Planning
Nacogdoches,
Texas
|
$226K
|
+$211K
|
+9,187
|
New
|
|
|
10
|
MAI Capital Management
Independence,
Ohio
|
$212K
|
+$198K
|
+8,631
|
New
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$23.3K
|
-$10.3K
|
-448
|
-32%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.6K
|
-$26.6K
|
-1,158
|
-65%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
-$185K
|
-8,028
|
-94%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$9.57K
|
-$6.85K
|
-298
|
-43%
|
|
|
15
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.43K
|
+$4.14K
|
+180
|
New
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
17
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3K
|
+$69
|
+3
|
+3%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.4M
|
-150,330
|
Closed
|
|
|
19
|
Flow Traders U.S.
New York
|
–
|
-$1M
|
-44,134
|
Closed
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$248K
|
-10,971
|
Closed
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
–
|
-$38.8K
|
-1,711
|
Closed
|
|
