|
1
|
Avantax Advisory Services
Dallas,
Texas
|
$3.13M
|
+$742K
|
+89,566
|
+31%
|
|
|
2
|
Wolverine Trading
Chicago,
Illinois
|
$2.35M
|
+$1.96M
|
+236,078
|
+460%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$465K
|
-$49.7M
|
-5,996,365
|
-99%
|
|
|
4
|
Raymond James Trust
St. Petersburg,
Florida
|
$375K
|
–
|
–
|
–
|
|
|
5
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$271K
|
-$86.1K
|
-10,382
|
-24%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$267K
|
-$88.1K
|
-10,627
|
-25%
|
|
|
7
|
Vicus Capital
State College,
Pennsylvania
|
$257K
|
+$67.8K
|
+8,176
|
+36%
|
|
|
8
|
WESCAP Management Group
Glendale,
California
|
$222K
|
-$81.3K
|
-9,811
|
-27%
|
|
|
9
|
West Bancorporation
West Des Moines,
Iowa
|
$178K
|
–
|
–
|
–
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$163K
|
+$98.7K
|
+11,907
|
New
|
|
|
11
|
|
$143K
|
+$142K
|
+17,110
|
New
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$86K
|
–
|
–
|
–
|
|
|
13
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$69K
|
–
|
–
|
–
|
|
|
14
|
|
$19K
|
-$15.7K
|
-1,893
|
-45%
|
|
|
15
|
Balentine LLC
Atlanta,
Georgia
|
$19K
|
–
|
–
|
–
|
|
|
16
|
Financial Perspectives
Minneapolis,
Minnesota
|
$11.1K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$10K
|
-$21.9K
|
-2,644
|
-69%
|
|
|
18
|
|
$3K
|
-$1.66K
|
-200
|
-36%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.09M
|
-536,228
|
Closed
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$932K
|
-161,733
|
Closed
|
|
|
21
|
Northern Trust
Chicago,
Illinois
|
–
|
-$151K
|
-26,168
|
Closed
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$110K
|
-19,044
|
Closed
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
–
|
-$83K
|
-14,437
|
Closed
|
|
|
24
|
AdvicePeriod
Los Angeles,
California
|
–
|
-$65K
|
-11,366
|
Closed
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
–
|
-$5K
|
-883
|
Closed
|
|
