|
1
|
LPL Financial
San Diego,
California
|
$9.6M
|
+$8.48M
|
+411,673
|
+726%
|
|
|
2
|
|
$3.57M
|
+$1.03M
|
+50,014
|
+40%
|
|
|
3
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.14M
|
+$28.8K
|
+1,396
|
+0.9%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$1.97M
|
-$12.5K
|
-606
|
-0.6%
|
|
|
5
|
Bank of New York Mellon
New York
|
$1.4M
|
+$1.41M
|
+68,258
|
New
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$1.11M
|
-$246K
|
-11,938
|
-18%
|
|
|
7
|
Arden Trust
Wilmington,
Delaware
|
$1.04M
|
-$271K
|
-13,156
|
-21%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$854K
|
-$284K
|
-13,777
|
-25%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$844K
|
+$83K
|
+4,026
|
+11%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$792K
|
-$33.9K
|
-1,644
|
-4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$517K
|
-$16.4K
|
-794
|
-3%
|
|
|
12
|
|
$480K
|
-$1.72M
|
-83,228
|
-78%
|
|
|
13
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$470K
|
+$184K
|
+8,942
|
+64%
|
|
|
14
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$316K
|
+$318K
|
+15,428
|
New
|
|
|
15
|
Avantax Advisory Services
Dallas,
Texas
|
$208K
|
+$330
|
+16
|
+0.2%
|
|
|
16
|
Franklin Resources
San Mateo,
California
|
$125K
|
-$85.3K
|
-4,139
|
-40%
|
|
|
17
|
Tower Research Capital (TRC)
New York
|
$31.8K
|
+$10.6K
|
+516
|
+50%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.5K
|
+$9.17K
|
+445
|
+59%
|
|
|
19
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$13.9K
|
–
|
–
|
–
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$3.28K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$348
|
-$33.2K
|
-1,612
|
-99%
|
|
|
22
|
Fiduciary Alliance
Greenville,
South Carolina
|
$6
|
–
|
–
|
–
|
|
|
23
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$370K
|
-17,791
|
Closed
|
|
|
24
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$332K
|
-15,995
|
Closed
|
|
|
25
|
Covestor
London,
United Kingdom
|
–
|
-$21K
|
-989
|
Closed
|
|
