|
1
|
LPL Financial
San Diego,
California
|
$9.53M
|
+$461K
|
+23,027
|
+5%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$3.6M
|
+$3.72M
|
+185,752
|
New
|
|
|
3
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.06M
|
+$93.3K
|
+4,660
|
+3%
|
|
|
4
|
|
$3.04M
|
+$3.14M
|
+156,837
|
New
|
|
|
5
|
Bank of New York Mellon
New York
|
$1.71M
|
+$395K
|
+19,736
|
+29%
|
|
|
6
|
|
$1.64M
|
-$1.79M
|
-89,420
|
-51%
|
|
|
7
|
Allworth Financial
Folsom,
California
|
$1.34M
|
-$543K
|
-27,140
|
-28%
|
|
|
8
|
|
$947K
|
+$509K
|
+25,407
|
+108%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$813K
|
+$4.32K
|
+216
|
+0.5%
|
|
|
10
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$678K
|
+$241K
|
+12,037
|
+53%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$484K
|
-$584K
|
-29,184
|
-54%
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$452K
|
+$467K
|
+23,318
|
New
|
|
|
13
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$396K
|
+$100K
|
+5,000
|
+32%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$363K
|
-$451K
|
-22,521
|
-55%
|
|
|
15
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$336K
|
+$333K
|
+16,660
|
+2,454%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$316K
|
-$447K
|
-22,347
|
-58%
|
|
|
17
|
Arden Trust
Wilmington,
Delaware
|
$208K
|
-$798K
|
-39,852
|
-79%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$71.7K
|
-$432K
|
-21,560
|
-85%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$42.3K
|
+$19.8K
|
+987
|
+83%
|
|
|
20
|
Global Retirement Partners
San Rafael,
California
|
$3.05K
|
–
|
–
|
–
|
|
|
21
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$208K
|
-10,148
|
Closed
|
|
|
22
|
Franklin Resources
San Mateo,
California
|
–
|
-$125K
|
-6,094
|
Closed
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
–
|
-$31.8K
|
-1,550
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$348
|
-17
|
Closed
|
|
