|
1
|
Blue Trust Inc
Alpharetta,
Georgia
|
$453M
|
-$21.7M
|
-365,018
|
-4%
|
|
|
2
|
Vident Advisory
Alpharetta,
Georgia
|
$49.2M
|
+$716K
|
+12,025
|
+1%
|
|
|
3
|
|
$7.16M
|
+$566K
|
+9,500
|
+8%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.74M
|
-$48K
|
-806
|
-3%
|
|
|
5
|
Willner & Heller
Encino,
California
|
$709K
|
+$196K
|
+3,285
|
+36%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$677K
|
+$712K
|
+11,945
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$629K
|
-$252K
|
-4,232
|
-28%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$530K
|
+$6.32K
|
+106
|
+1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$403K
|
+$105K
|
+1,765
|
+33%
|
|
|
10
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$375K
|
+$477
|
+8
|
+0.1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$352K
|
-$417
|
-7
|
-0.1%
|
|
|
12
|
Flow Traders U.S.
New York
|
$308K
|
+$324K
|
+5,440
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$250K
|
–
|
–
|
–
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$250K
|
+$262K
|
+4,406
|
New
|
|
|
15
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$235K
|
–
|
–
|
–
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$209K
|
–
|
–
|
–
|
|
|
17
|
Fidelity Investments
Boston,
Massachusetts
|
$203K
|
-$22.8K
|
-383
|
-10%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$165K
|
-$4.83K
|
-81
|
-3%
|
|
|
19
|
Kings Path Partners
Sugar Land,
Texas
|
$68.4K
|
–
|
–
|
–
|
|
|
20
|
Private Wealth Management Group
Princeton,
New Jersey
|
$62.6K
|
–
|
–
|
–
|
|
|
21
|
Nova Wealth Management
Bonita Springs,
Florida
|
$43.3K
|
+$23K
|
+386
|
+102%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$18K
|
+$19K
|
+319
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$14.4K
|
-$67.3K
|
-1,129
|
-82%
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$14.3K
|
+$15K
|
+252
|
New
|
|
|
25
|
|
$13.9K
|
–
|
–
|
–
|
|
