|
1
|
Beacon Pointe Advisors
Newport Beach,
California
|
$929K
|
–
|
–
|
–
|
|
|
2
|
Mraz Amerine & Associates
Modesto,
California
|
$666K
|
-$117K
|
-6,930
|
-12%
|
|
|
3
|
|
$402K
|
+$227K
|
+13,510
|
+78%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$309K
|
-$8.04K
|
-478
|
-2%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$288K
|
+$372K
|
+22,106
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$239K
|
-$39.7K
|
-2,359
|
-11%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$210K
|
+$62.4K
|
+3,707
|
+30%
|
|
|
8
|
Waddell & Associates
Memphis,
Tennessee
|
$191K
|
+$4.85K
|
+288
|
+2%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$178K
|
-$13K
|
-775
|
-5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$61.2K
|
+$151
|
+9
|
+0.2%
|
|
|
11
|
Private Trust Company
Cleveland,
Ohio
|
$35K
|
–
|
–
|
–
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$12.9K
|
+$3.69K
|
+219
|
+28%
|
|
|
13
|
RhumbLine Advisers
Boston,
Massachusetts
|
$8.21K
|
–
|
–
|
–
|
|
|
14
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$6.51K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6K
|
–
|
–
|
–
|
|
|
16
|
Asset Dedication LLC
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$1.84K
|
–
|
–
|
–
|
|
|
18
|
SignatureFD
Atlanta,
Georgia
|
$326
|
–
|
–
|
–
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
$169
|
+$219
|
+13
|
New
|
|
|
20
|
Fidelity Investments
Boston,
Massachusetts
|
$13
|
–
|
–
|
–
|
|
|
21
|
Global Retirement Partners
San Rafael,
California
|
$13
|
–
|
–
|
–
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$4.65M
|
-265,822
|
Closed
|
|
|
23
|
Significant Wealth Partners
Cary,
Illinois
|
–
|
-$866K
|
-49,481
|
Closed
|
|
|
24
|
Navellier & Associates
Reno,
Nevada
|
–
|
-$362K
|
-20,622
|
Closed
|
|
|
25
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$70.3K
|
-4,000
|
Closed
|
|
