|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$501M
|
-$23.8M
|
-453,128
|
-5%
|
|
|
2
|
Vident Advisory
Alpharetta,
Georgia
|
$42.5M
|
+$7.05M
|
+134,439
|
+21%
|
|
|
3
|
|
$6.05M
|
+$377K
|
+7,190
|
+7%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.97M
|
-$466K
|
-8,875
|
-20%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$873K
|
+$203K
|
+3,876
|
+32%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$368K
|
–
|
–
|
–
|
|
|
7
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$357K
|
+$577
|
+11
|
+0.2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$302K
|
-$355K
|
-6,762
|
-55%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$290K
|
+$6.61K
|
+126
|
+2%
|
|
|
10
|
Caprock Group
Boise,
Idaho
|
$290K
|
+$6.61K
|
+126
|
+2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$273K
|
+$263K
|
+5,010
|
New
|
|
|
12
|
MAI Capital Management
Independence,
Ohio
|
$228K
|
+$220K
|
+4,197
|
New
|
|
|
13
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$213K
|
+$205K
|
+3,908
|
New
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$174K
|
+$104K
|
+1,991
|
+166%
|
|
|
15
|
NewEdge Advisors
New Orleans,
Louisiana
|
$92K
|
-$44.3K
|
-845
|
-33%
|
|
|
16
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$89K
|
–
|
–
|
–
|
|
|
17
|
Private Wealth Management Group
Princeton,
New Jersey
|
$60.1K
|
–
|
–
|
–
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$30.4K
|
-$105
|
-2
|
-0.4%
|
|
|
19
|
4Thought Financial Group
Syosset,
New York
|
$18.8K
|
-$4.72K
|
-90
|
-21%
|
|
|
20
|
|
$13.3K
|
+$52
|
+1
|
+0.4%
|
|
|
21
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$4K
|
+$3.41K
|
+65
|
New
|
|
|
22
|
|
$3.05K
|
+$2.94K
|
+56
|
New
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$33
|
-$65.1K
|
-1,241
|
-100%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$3.99M
|
-78,093
|
Closed
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$3.16M
|
-61,755
|
Closed
|
|
