|
1
|
Allworth Financial
Folsom,
California
|
$5.1M
|
+$365K
|
+17,787
|
+8%
|
|
|
2
|
|
$3.64M
|
-$2.85M
|
-139,216
|
-44%
|
|
|
3
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.29M
|
+$48.9K
|
+2,387
|
+2%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.78M
|
+$1.76M
|
+85,697
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$1.6M
|
-$1.03M
|
-50,304
|
-39%
|
|
|
6
|
|
$1.19M
|
+$6.42K
|
+313
|
+0.5%
|
|
|
7
|
Flow Traders U.S.
New York
|
$1.09M
|
+$1.08M
|
+52,671
|
New
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$515K
|
-$307K
|
-14,994
|
-38%
|
|
|
9
|
|
$481K
|
+$475K
|
+23,172
|
New
|
|
|
10
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$434K
|
-$14.2K
|
-693
|
-3%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$309K
|
-$13.1K
|
-639
|
-4%
|
|
|
12
|
Verum Partners
Charlotte,
North Carolina
|
$216K
|
+$41
|
+2
|
+0%
|
|
|
13
|
Destiny Wealth Partners
Tavares,
Florida
|
$202K
|
+$199K
|
+9,723
|
New
|
|
|
14
|
Larson Financial Group
St Louis,
Missouri
|
$22.3K
|
+$22K
|
+1,072
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$12K
|
+$10.1K
|
+494
|
+602%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.25K
|
–
|
–
|
–
|
|
|
17
|
American Capital Advisory
Ketchum,
Idaho
|
$3.6K
|
–
|
–
|
–
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$2.35K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$12
|
–
|
–
|
–
|
|
|
20
|
Sanctuary Advisors
Indianapolis,
Indiana
|
–
|
-$10.5M
|
-537,076
|
Closed
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$4.46M
|
-223,783
|
Closed
|
|
|
22
|
Bank of New York Mellon
New York
|
–
|
-$3.48M
|
-174,383
|
Closed
|
|
|
23
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
–
|
-$1.84M
|
-92,278
|
Closed
|
|
|
24
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$808K
|
-40,545
|
Closed
|
|
