|
1
|
Valmark Advisers
Akron,
Ohio
|
$5.86M
|
-$109K
|
-3,695
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.86M
|
-$351K
|
-11,881
|
-6%
|
|
|
3
|
|
$3.31M
|
-$49.9K
|
-1,687
|
-1%
|
|
|
4
|
|
$2.73M
|
-$4.07M
|
-137,773
|
-60%
|
|
|
5
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.53M
|
–
|
–
|
–
|
|
|
6
|
LPL Financial
San Diego,
California
|
$546K
|
+$38.2K
|
+1,292
|
+7%
|
|
|
7
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$532K
|
-$10.7K
|
-361
|
-2%
|
|
|
8
|
FAS Wealth Partners
Leawood,
Kansas
|
$454K
|
–
|
–
|
–
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$387K
|
+$1.89K
|
+64
|
+0.5%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$361K
|
-$111K
|
-3,770
|
-24%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$255K
|
+$256K
|
+8,648
|
New
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$251K
|
-$16.1K
|
-544
|
-6%
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
$233K
|
-$10.3K
|
-350
|
-4%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$233K
|
-$384K
|
-12,998
|
-62%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$231K
|
–
|
–
|
–
|
|
|
16
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$224K
|
+$14.8K
|
+500
|
+7%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$202K
|
-$11.9K
|
-403
|
-6%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$187K
|
+$39.2K
|
+1,327
|
+27%
|
|
|
19
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$118K
|
–
|
–
|
–
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.6K
|
-$11.7K
|
-395
|
-25%
|
|
|
21
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$30.2K
|
–
|
–
|
–
|
|
|
22
|
Tradition Wealth Management
Edina,
Minnesota
|
$28K
|
–
|
–
|
–
|
|
|
23
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$20.1K
|
–
|
–
|
–
|
|
|
24
|
Tortoise Investment Management
White Plains,
New York
|
$19.2K
|
–
|
–
|
–
|
|
|
25
|
Venturi Wealth Management
Austin,
Texas
|
$18.1K
|
–
|
–
|
–
|
|
