|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.27M
|
-$271K
|
-10,135
|
-4%
|
|
|
2
|
Oppenheimer Asset Management
New York
|
$6.2M
|
-$7.72M
|
-289,193
|
-57%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$6.12M
|
-$798K
|
-29,873
|
-12%
|
|
|
4
|
|
$3.57M
|
+$117K
|
+4,370
|
+4%
|
|
|
5
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.6M
|
–
|
–
|
–
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
+$891K
|
+33,366
|
+194%
|
|
|
7
|
Avior Wealth Management
Omaha,
Nebraska
|
$937K
|
-$43.4K
|
-1,625
|
-5%
|
|
|
8
|
Bank of New York Mellon
New York
|
$929K
|
-$74.3K
|
-2,780
|
-8%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$927K
|
+$881K
|
+32,990
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$681K
|
+$48.2K
|
+1,805
|
+8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$538K
|
+$69.7K
|
+2,610
|
+16%
|
|
|
12
|
FAS Wealth Partners
Leawood,
Kansas
|
$408K
|
–
|
–
|
–
|
|
|
13
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$346K
|
–
|
–
|
–
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$329K
|
-$214K
|
-8,009
|
-41%
|
|
|
15
|
BlueCrest Capital Management
St Helier,
Jersey
|
$311K
|
+$296K
|
+11,066
|
New
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$285K
|
+$271K
|
+10,158
|
New
|
|
|
17
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$229K
|
+$217K
|
+8,137
|
New
|
|
|
18
|
IMA Advisory Services
Denver,
Colorado
|
$156K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$138K
|
-$70.6K
|
-2,644
|
-35%
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$112K
|
–
|
–
|
–
|
|
|
21
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$106K
|
+$101K
|
+3,800
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$91K
|
-$8.52K
|
-319
|
-9%
|
|
|
23
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
24
|
SignatureFD
Atlanta,
Georgia
|
$20K
|
+$13.4K
|
+500
|
+240%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$19K
|
-$27
|
-1
|
-0.1%
|
|
