|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$399M
|
+$9.11M
|
+223,054
|
+2%
|
|
|
2
|
|
$3.74M
|
–
|
–
|
–
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$2.21M
|
+$184K
|
+4,505
|
+8%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$814K
|
-$43.9K
|
-1,074
|
-5%
|
|
|
5
|
Members Trust
Tampa,
Florida
|
$624K
|
-$2.74K
|
-67
|
-0.4%
|
|
|
6
|
Cypress Capital
Franklin,
Tennessee
|
$580K
|
+$633K
|
+15,506
|
New
|
|
|
7
|
NewEdge Advisors
New Orleans,
Louisiana
|
$444K
|
-$128K
|
-3,141
|
-21%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$417K
|
+$228K
|
+5,577
|
+100%
|
|
|
9
|
Caprock Group
Boise,
Idaho
|
$209K
|
–
|
–
|
–
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$132K
|
+$572
|
+14
|
+0.4%
|
|
|
11
|
Fidelity Investments
Boston,
Massachusetts
|
$102K
|
+$88.8K
|
+2,174
|
+390%
|
|
|
12
|
4Thought Financial Group
Syosset,
New York
|
$21K
|
+$572
|
+14
|
+3%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.74M
|
-70,641
|
Closed
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$479K
|
-12,330
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$176K
|
-4,303
|
-100%
|
|
|
16
|
Vident Investment Advisory
Alpharetta,
Georgia
|
–
|
+$7.45M
|
+182,484
|
+131%
|
|
