|
1
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$7M
|
+$329K
|
+16,643
|
+5%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$3.74M
|
-$628K
|
-31,766
|
-14%
|
|
|
3
|
Asset Dedication LLC
San Francisco,
California
|
$1.7M
|
+$879K
|
+44,477
|
+103%
|
|
|
4
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$1.13M
|
+$117K
|
+5,920
|
+11%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$553K
|
-$30.3K
|
-1,533
|
-5%
|
|
|
6
|
|
$446K
|
+$10.2K
|
+518
|
+2%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$411K
|
+$59.2K
|
+2,995
|
+17%
|
|
|
8
|
Apella Capital
West Hartford,
Connecticut
|
$374K
|
-$33K
|
-1,667
|
-8%
|
|
|
9
|
Eastern Bank
Boston,
Massachusetts
|
$354K
|
+$359K
|
+18,132
|
New
|
|
|
10
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$339K
|
–
|
–
|
–
|
|
|
11
|
|
$332K
|
+$1.17K
|
+59
|
+0.3%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$246K
|
+$15.3K
|
+775
|
+7%
|
|
|
13
|
|
$201K
|
-$2.17M
|
-109,531
|
-91%
|
|
|
14
|
First Command Bank
Fort Worth,
Texas
|
$132K
|
+$3.42K
|
+173
|
+3%
|
|
|
15
|
First Command Financial Services
Fort Worth,
Texas
|
$132K
|
+$3.42K
|
+173
|
+3%
|
|
|
16
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$103K
|
+$37.7K
|
+1,908
|
+56%
|
|
|
17
|
Vigilant Capital Management
Portland,
Maine
|
$89K
|
–
|
–
|
–
|
|
|
18
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$77K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$31K
|
–
|
–
|
–
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$21K
|
+$13.7K
|
+691
|
+169%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$7K
|
+$7.28K
|
+368
|
New
|
|
|
23
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$5K
|
-281
|
Closed
|
|
