|
1
|
|
$5.97M
|
-$83K
|
-4,107
|
-1%
|
|
|
2
|
Atria Investments
Charlotte,
North Carolina
|
$4.68M
|
+$22.9K
|
+1,133
|
+0.5%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$4.45M
|
+$105K
|
+5,204
|
+2%
|
|
|
4
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.45M
|
+$165K
|
+8,182
|
+5%
|
|
|
5
|
Bank of New York Mellon
New York
|
$2.87M
|
+$438K
|
+21,671
|
+18%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.1M
|
-$8.6M
|
-425,702
|
-80%
|
|
|
7
|
|
$1.68M
|
+$839K
|
+41,504
|
+100%
|
|
|
8
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$1.51M
|
+$237K
|
+11,737
|
+19%
|
|
|
9
|
|
$1.42M
|
-$115K
|
-5,703
|
-7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
+$198K
|
+9,783
|
+21%
|
|
|
11
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$600K
|
+$218K
|
+10,769
|
+57%
|
|
|
12
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$427K
|
+$15.2K
|
+750
|
+4%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$405K
|
-$227K
|
-11,243
|
-36%
|
|
|
14
|
Flow Traders U.S.
New York
|
$373K
|
+$374K
|
+18,502
|
New
|
|
|
15
|
Verum Partners
Charlotte,
North Carolina
|
$213K
|
+$40
|
+2
|
+0%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.1K
|
+$1.05K
|
+52
|
+2%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$34.1K
|
+$34.2K
|
+1,691
|
New
|
|
|
18
|
American Capital Advisory
Ketchum,
Idaho
|
$3.39K
|
-$202
|
-10
|
-6%
|
|
|
19
|
Global Retirement Partners
San Rafael,
California
|
$3.15K
|
+$586
|
+29
|
+23%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$18
|
-$70.3K
|
-3,479
|
-100%
|
|
|
21
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$905K
|
-35,873
|
Closed
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$351K
|
-16,977
|
Closed
|
|
|
23
|
Park Avenue Securities
New York
|
–
|
-$200K
|
-9,680
|
Closed
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$455
|
-22
|
Closed
|
|
