|
1
|
Bank of America
Charlotte,
North Carolina
|
$7.5M
|
-$110K
|
-3,604
|
-1%
|
|
|
2
|
Valmark Advisers
Akron,
Ohio
|
$5.97M
|
+$118K
|
+3,879
|
+2%
|
|
|
3
|
|
$3.55M
|
-$313K
|
-10,312
|
-8%
|
|
|
4
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.57M
|
–
|
–
|
–
|
|
|
5
|
LPL Financial
San Diego,
California
|
$541K
|
-$56.1K
|
-1,847
|
-9%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$535K
|
-$165K
|
-5,437
|
-24%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$530K
|
+$533K
|
+17,528
|
New
|
|
|
8
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$529K
|
+$11.8K
|
+389
|
+2%
|
|
|
9
|
FAS Wealth Partners
Leawood,
Kansas
|
$465K
|
+$11.7K
|
+386
|
+3%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$378K
|
-$422K
|
-13,869
|
-53%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$274K
|
-$1.4K
|
-46
|
-0.5%
|
|
|
12
|
Avior Wealth Management
Omaha,
Nebraska
|
$271K
|
-$121K
|
-3,970
|
-31%
|
|
|
13
|
Freedom Investment Management
Hartford,
Connecticut
|
$257K
|
-$36.8K
|
-1,210
|
-12%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$224K
|
+$1.7K
|
+56
|
+0.8%
|
|
|
15
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$221K
|
-$14.4K
|
-475
|
-6%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$215K
|
-$53.5K
|
-1,759
|
-20%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$211K
|
-$4.04K
|
-133
|
-2%
|
|
|
18
|
Wealthfront Advisers
Palo Alto,
California
|
$205K
|
+$207K
|
+6,795
|
New
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
$168K
|
–
|
–
|
–
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$121K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$53K
|
-$60.7K
|
-1,998
|
-53%
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$36.1K
|
–
|
–
|
–
|
|
|
23
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$31K
|
+$760
|
+25
|
+3%
|
|
|
24
|
Tradition Wealth Management
Edina,
Minnesota
|
$29K
|
+$729
|
+24
|
+3%
|
|
|
25
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$20.4K
|
–
|
–
|
–
|
|
