|
1
|
Valmark Advisers
Akron,
Ohio
|
$6.97M
|
+$320K
|
+10,153
|
+5%
|
|
|
2
|
Trek Financial
Scottsdale,
Arizona
|
$6.48M
|
+$6.02M
|
+190,901
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.8M
|
-$446K
|
-14,151
|
-8%
|
|
|
4
|
|
$2.69M
|
-$122K
|
-3,862
|
-5%
|
|
|
5
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.76M
|
–
|
–
|
–
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$684K
|
+$223K
|
+7,082
|
+54%
|
|
|
7
|
Cardiff Park Advisors
Carlsbad,
California
|
$588K
|
+$547K
|
+17,335
|
New
|
|
|
8
|
FAS Wealth Partners
Leawood,
Kansas
|
$534K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$501K
|
-$75.4K
|
-2,391
|
-14%
|
|
|
10
|
Willis Johnson & Associates
Houston,
Texas
|
$347K
|
–
|
–
|
–
|
|
|
11
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$282K
|
+$9.46K
|
+300
|
+4%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$269K
|
+$5.8K
|
+184
|
+2%
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
$257K
|
–
|
–
|
–
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$257K
|
-$9.46K
|
-300
|
-4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$225K
|
-$23.3K
|
-739
|
-10%
|
|
|
16
|
Freedom Investment Management
Hartford,
Connecticut
|
$201K
|
-$15.8K
|
-502
|
-8%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$170K
|
-$33.6K
|
-1,065
|
-17%
|
|
|
18
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$136K
|
–
|
–
|
–
|
|
|
19
|
Principal Securities
Des Moines,
Iowa
|
$41.6K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$27.2K
|
+$25.3K
|
+803
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.2K
|
-$5.08K
|
-161
|
-19%
|
|
|
22
|
Tortoise Investment Management
White Plains,
New York
|
$22.1K
|
–
|
–
|
–
|
|
|
23
|
Venturi Wealth Management
Austin,
Texas
|
$20.9K
|
–
|
–
|
–
|
|
|
24
|
Sandy Spring Bank
Olney,
Maryland
|
$20.4K
|
–
|
–
|
–
|
|
|
25
|
Legacy Bridge
West Des Moines,
Iowa
|
$18.3K
|
–
|
–
|
–
|
|
