|
1
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$10.5M
|
+$10.6M
|
+537,076
|
New
|
|
|
2
|
|
$6.27M
|
+$365K
|
+18,405
|
+6%
|
|
|
3
|
Allworth Financial
Folsom,
California
|
$4.59M
|
+$135K
|
+6,787
|
+3%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$4.46M
|
-$165K
|
-8,337
|
-4%
|
|
|
5
|
Bank of New York Mellon
New York
|
$3.48M
|
+$632K
|
+31,898
|
+22%
|
|
|
6
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.12M
|
-$294K
|
-14,825
|
-9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.54M
|
+$464K
|
+23,395
|
+22%
|
|
|
8
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$1.84M
|
+$349K
|
+17,593
|
+24%
|
|
|
9
|
|
$1.14M
|
-$261K
|
-13,188
|
-19%
|
|
|
10
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$808K
|
+$214K
|
+10,798
|
+36%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$793K
|
-$314K
|
-15,848
|
-28%
|
|
|
12
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$430K
|
+$7.93K
|
+400
|
+2%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$310K
|
-$89K
|
-4,490
|
-22%
|
|
|
14
|
Verum Partners
Charlotte,
North Carolina
|
$207K
|
-$3.31K
|
-167
|
-2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.87K
|
-$35.5K
|
-1,789
|
-80%
|
|
|
16
|
American Capital Advisory
Ketchum,
Idaho
|
$3.58K
|
+$198
|
+10
|
+6%
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$2.25K
|
-$852
|
-43
|
-28%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$1.64K
|
-$31.9K
|
-1,609
|
-95%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$13
|
–
|
–
|
–
|
|
|
20
|
|
–
|
-$1.68M
|
-83,104
|
Closed
|
|
|
21
|
Flow Traders U.S.
New York
|
–
|
-$373K
|
-18,502
|
Closed
|
|
