|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$275M
|
-$33.2M
|
-1,274,975
|
-10%
|
|
|
2
|
Vident Advisory
Alpharetta,
Georgia
|
$13.7M
|
-$2.03M
|
-77,844
|
-12%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.52M
|
-$808K
|
-31,005
|
-18%
|
|
|
4
|
Plan A Wealth
Lincoln,
Nebraska
|
$2.05M
|
+$2.14M
|
+82,232
|
New
|
|
|
5
|
|
$676K
|
+$708K
|
+27,176
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$255K
|
+$1.8K
|
+69
|
+0.7%
|
|
|
7
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$241K
|
+$7.56K
|
+290
|
+3%
|
|
|
8
|
Camelot Portfolios
Maumee,
Ohio
|
$209K
|
+$5.34K
|
+205
|
+3%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$206K
|
+$216K
|
+8,288
|
New
|
|
|
10
|
MAI Capital Management
Independence,
Ohio
|
$146K
|
+$153K
|
+5,874
|
New
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$103K
|
+$98.2K
|
+3,767
|
+968%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$28K
|
+$28K
|
+1,075
|
+2,067%
|
|
|
14
|
Kings Path Partners
Sugar Land,
Texas
|
$27.8K
|
-$35.7K
|
-1,368
|
-55%
|
|
|
15
|
Huntington National Bank
Columbus,
Ohio
|
$27K
|
–
|
–
|
–
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.03K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$21
|
+$26
|
+1
|
New
|
|
|
18
|
Flow Traders U.S.
New York
|
–
|
-$4.62M
|
-171,263
|
Closed
|
|
|
19
|
|
–
|
-$2.18M
|
-80,915
|
Closed
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$380K
|
-14,108
|
Closed
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
–
|
-$326K
|
-12,085
|
Closed
|
|
|
22
|
Insight Wealth Partners
Plano,
Texas
|
–
|
-$239K
|
-8,859
|
Closed
|
|
|
23
|
|
–
|
-$28
|
-1
|
Closed
|
|
