|
1
|
|
$6.88M
|
+$7.1M
|
+230,524
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$6.28M
|
-$1.15M
|
-37,295
|
-15%
|
|
|
3
|
Valmark Advisers
Akron,
Ohio
|
$6.04M
|
+$155K
|
+5,042
|
+3%
|
|
|
4
|
|
$3.4M
|
-$104K
|
-3,386
|
-3%
|
|
|
5
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.55M
|
–
|
–
|
–
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$623K
|
+$104K
|
+3,361
|
+19%
|
|
|
7
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$547K
|
+$28.6K
|
+928
|
+5%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$514K
|
-$20.5K
|
-666
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$478K
|
-$51K
|
-1,655
|
-9%
|
|
|
10
|
FAS Wealth Partners
Leawood,
Kansas
|
$459K
|
–
|
–
|
–
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$451K
|
+$465K
|
+15,107
|
New
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$390K
|
+$17.9K
|
+582
|
+5%
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$270K
|
–
|
–
|
–
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
$246K
|
-$21.7K
|
-703
|
-8%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$234K
|
+$13.5K
|
+438
|
+6%
|
|
|
16
|
Freedom Investment Management
Hartford,
Connecticut
|
$217K
|
-$38.1K
|
-1,237
|
-15%
|
|
|
17
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$212K
|
-$5.85K
|
-190
|
-3%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$201K
|
-$11.4K
|
-370
|
-5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$149K
|
-$60.6K
|
-1,967
|
-28%
|
|
|
20
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$119K
|
–
|
–
|
–
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.8K
|
-$6.07K
|
-197
|
-11%
|
|
|
22
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$30.6K
|
–
|
–
|
–
|
|
|
23
|
Tradition Wealth Management
Edina,
Minnesota
|
$28K
|
–
|
–
|
–
|
|
|
24
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$20.1K
|
–
|
–
|
–
|
|
|
25
|
Tortoise Investment Management
White Plains,
New York
|
$19.4K
|
–
|
–
|
–
|
|
