|
1
|
Wells Fargo
San Francisco,
California
|
$34.9M
|
-$30.3M
|
-2,760,974
|
-31%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$3.09M
|
+$5.89M
|
+536,228
|
New
|
|
|
3
|
Avantax Advisory Services
Dallas,
Texas
|
$1.64M
|
+$618K
|
+56,238
|
+25%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$932K
|
+$1.4M
|
+127,518
|
+373%
|
|
|
5
|
Wolverine Trading
Chicago,
Illinois
|
$268K
|
-$2.68M
|
-244,210
|
-83%
|
|
|
6
|
Raymond James Trust
St. Petersburg,
Florida
|
$259K
|
–
|
–
|
–
|
|
|
7
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$247K
|
-$1.29M
|
-117,650
|
-73%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$246K
|
-$6.66M
|
-606,017
|
-93%
|
|
|
9
|
WESCAP Management Group
Glendale,
California
|
$210K
|
-$1.11M
|
-101,182
|
-74%
|
|
|
10
|
Northern Trust
Chicago,
Illinois
|
$151K
|
+$288K
|
+26,168
|
New
|
|
|
11
|
Vicus Capital
State College,
Pennsylvania
|
$130K
|
-$27.4K
|
-2,496
|
-10%
|
|
|
12
|
West Bancorporation
West Des Moines,
Iowa
|
$123K
|
–
|
–
|
–
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$110K
|
-$6.6K
|
-601
|
-3%
|
|
|
14
|
Merit Financial Group
Alpharetta,
Georgia
|
$83K
|
-$172K
|
-15,695
|
-52%
|
|
|
15
|
AdvicePeriod
Los Angeles,
California
|
$65K
|
+$125K
|
+11,366
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$59K
|
–
|
–
|
–
|
|
|
17
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$48K
|
–
|
–
|
–
|
|
|
18
|
|
$24K
|
-$31.1K
|
-2,834
|
-40%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$22K
|
+$42.2K
|
+3,841
|
New
|
|
|
20
|
Verus Capital Partners
Scottsdale,
Arizona
|
$15K
|
+$264
|
+24
|
+1%
|
|
|
21
|
Balentine LLC
Atlanta,
Georgia
|
$13K
|
–
|
–
|
–
|
|
|
22
|
Financial Perspectives
Minneapolis,
Minnesota
|
$7.64K
|
-$2.92K
|
-266
|
-17%
|
|
|
23
|
Parallel Advisors
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
24
|
|
$3K
|
–
|
–
|
–
|
|
|
25
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
–
|
-$9M
|
-657,414
|
Closed
|
|
