|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$453M
|
-$28.3M
|
-589,528
|
-6%
|
|
|
2
|
Vident Advisory
Alpharetta,
Georgia
|
$33M
|
+$1.42M
|
+29,583
|
+5%
|
|
|
3
|
|
$5.32M
|
+$197K
|
+4,094
|
+4%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.99M
|
+$3.75M
|
+78,093
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.16M
|
+$2.97M
|
+61,755
|
New
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.3M
|
+$1.35M
|
+28,020
|
+164%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
+$832K
|
+17,317
|
+729%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$629K
|
+$59.3K
|
+1,235
|
+11%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$622K
|
-$284K
|
-5,914
|
-33%
|
|
|
10
|
Flow Traders U.S.
New York
|
$416K
|
+$391K
|
+8,140
|
New
|
|
|
11
|
Holistic Planning
Nacogdoches,
Texas
|
$388K
|
+$365K
|
+7,587
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$346K
|
+$325K
|
+6,769
|
New
|
|
|
13
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$335K
|
+$315K
|
+6,547
|
New
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$266K
|
–
|
–
|
–
|
|
|
15
|
Caprock Group
Boise,
Idaho
|
$266K
|
–
|
–
|
–
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$130K
|
+$5.72K
|
+119
|
+5%
|
|
|
17
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$83.5K
|
+$78.6K
|
+1,635
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$63.5K
|
-$67.2K
|
-1,398
|
-53%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$61.3K
|
+$24.3K
|
+505
|
+73%
|
|
|
20
|
Private Wealth Management Group
Princeton,
New Jersey
|
$56.5K
|
+$53.1K
|
+1,105
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$44.5K
|
-$100K
|
-2,087
|
-71%
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
$28.6K
|
-$11.4K
|
-238
|
-30%
|
|
|
23
|
4Thought Financial Group
Syosset,
New York
|
$22.2K
|
-$336
|
-7
|
-2%
|
|
|
24
|
|
$12.5K
|
–
|
–
|
–
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$567K
|
-12,105
|
Closed
|
|
