|
1
|
LPL Financial
San Diego,
California
|
$11M
|
+$754K
|
+38,373
|
+8%
|
|
|
2
|
|
$6.21M
|
+$2.82M
|
+143,374
|
+91%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$4.78M
|
+$889K
|
+45,235
|
+24%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$4.46M
|
+$2.88M
|
+146,612
|
+212%
|
|
|
5
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.37M
|
+$100K
|
+5,101
|
+3%
|
|
|
6
|
Bank of New York Mellon
New York
|
$2.5M
|
+$645K
|
+32,820
|
+37%
|
|
|
7
|
|
$1.57M
|
-$169K
|
-8,615
|
-10%
|
|
|
8
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$1.3M
|
+$550K
|
+27,984
|
+80%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$948K
|
+$77.3K
|
+3,936
|
+9%
|
|
|
10
|
Financial Advocates Investment Management
Olympia,
Washington
|
$905K
|
+$247K
|
+12,555
|
+54%
|
|
|
11
|
|
$860K
|
-$142K
|
-7,249
|
-15%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$647K
|
+$125K
|
+6,345
|
+25%
|
|
|
13
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$422K
|
–
|
–
|
–
|
|
|
14
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$392K
|
+$32.2K
|
+1,639
|
+9%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$351K
|
-$33.9K
|
-1,726
|
-9%
|
|
|
16
|
Verum Partners
Charlotte,
North Carolina
|
$219K
|
+$208K
|
+10,570
|
New
|
|
|
17
|
Park Avenue Securities
New York
|
$200K
|
+$190K
|
+9,680
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$72K
|
-$4.32K
|
-220
|
-6%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.1K
|
–
|
–
|
–
|
|
|
20
|
American Capital Advisory
Ketchum,
Idaho
|
$3.58K
|
+$3.4K
|
+173
|
New
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$2.58K
|
-$648
|
-33
|
-21%
|
|
|
22
|
Harbour Investments
Madison,
Wisconsin
|
$455
|
+$432
|
+22
|
New
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$316K
|
-16,297
|
Closed
|
|
|
24
|
Arden Trust
Wilmington,
Delaware
|
–
|
-$208K
|
-10,718
|
Closed
|
|
