|
1
|
Bank of America
Charlotte,
North Carolina
|
$4.44M
|
+$2.37M
|
+92,637
|
+116%
|
|
|
2
|
Victory Capital Management
San Antonio,
Texas
|
$2.81M
|
-$250K
|
-9,774
|
-8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.01M
|
-$435K
|
-17,002
|
-18%
|
|
|
4
|
|
$1.59M
|
-$710K
|
-27,771
|
-31%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$941K
|
-$491K
|
-19,207
|
-34%
|
|
|
6
|
Rockefeller Capital Management
New York
|
$893K
|
+$888K
|
+34,711
|
New
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$566K
|
+$95.4K
|
+3,730
|
+20%
|
|
|
8
|
Sound View Wealth Advisors
Savannah,
Georgia
|
$306K
|
-$29.9K
|
-1,169
|
-9%
|
|
|
9
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$222K
|
+$135K
|
+5,280
|
+158%
|
|
|
10
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$109K
|
-$24.5K
|
-957
|
-18%
|
|
|
11
|
Next Financial Group
Houston,
Texas
|
$90K
|
-$32.8K
|
-1,282
|
-27%
|
|
|
12
|
NEXT Financial Holdings
Houston,
Texas
|
$90K
|
+$89.5K
|
+3,500
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$86K
|
+$39.9K
|
+1,562
|
+88%
|
|
|
14
|
IFP Advisors
Tampa,
Florida
|
$24K
|
-$17.3K
|
-675
|
-43%
|
|
|
15
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$10K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
–
|
–
|
–
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
18
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.34M
|
-55,731
|
Closed
|
|
|
20
|
Verition Fund Management
Greenwich,
Connecticut
|
–
|
-$228K
|
-9,431
|
Closed
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$77K
|
-3,181
|
Closed
|
|
|
22
|
AssetMark Inc
Concord,
California
|
–
|
-$10K
|
-400
|
Closed
|
|
