|
1
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.15M
|
+$542K
|
+26,328
|
+21%
|
|
|
2
|
|
$2.58M
|
+$2.15M
|
+104,586
|
+536%
|
|
|
3
|
|
$2.22M
|
+$1.58M
|
+76,842
|
+258%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$2.01M
|
+$773K
|
+37,572
|
+63%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$1.37M
|
-$174K
|
-8,473
|
-11%
|
|
|
6
|
Arden Trust
Wilmington,
Delaware
|
$1.32M
|
-$5.39M
|
-261,995
|
-80%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.18M
|
+$79.5K
|
+3,862
|
+7%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.15M
|
+$195K
|
+9,482
|
+21%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$837K
|
-$200K
|
-9,727
|
-19%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$773K
|
-$7.1K
|
-345
|
-0.9%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$541K
|
-$92.3K
|
-4,483
|
-15%
|
|
|
12
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$370K
|
+$78.1K
|
+3,795
|
+27%
|
|
|
13
|
Destiny Wealth Partners
Tavares,
Florida
|
$332K
|
–
|
–
|
–
|
|
|
14
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$291K
|
+$30.8K
|
+1,498
|
+12%
|
|
|
15
|
Franklin Resources
San Mateo,
California
|
$213K
|
-$6.58M
|
-319,774
|
-97%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$210K
|
+$209K
|
+10,132
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$33.8K
|
-$20K
|
-973
|
-37%
|
|
|
18
|
Tower Research Capital (TRC)
New York
|
$21K
|
-$2.29K
|
-111
|
-10%
|
|
|
19
|
Covestor
London,
United Kingdom
|
$21K
|
+$1.58K
|
+77
|
+8%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.6K
|
-$212K
|
-10,295
|
-93%
|
|
|
21
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$14.1K
|
–
|
–
|
–
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$3.34K
|
–
|
–
|
–
|
|
|
23
|
Belpointe Asset Management
Reno,
Nevada
|
$2.85K
|
–
|
–
|
–
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$1.57M
|
-77,969
|
Closed
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$843K
|
-41,940
|
Closed
|
|
