|
1
|
Valmark Advisers
Akron,
Ohio
|
$6.66M
|
-$46.1K
|
-1,386
|
-0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$5.44M
|
-$143K
|
-4,305
|
-3%
|
|
|
3
|
|
$2.6M
|
+$10.9K
|
+327
|
+0.4%
|
|
|
4
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.7M
|
–
|
–
|
–
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.17M
|
+$519K
|
+15,610
|
+77%
|
|
|
6
|
|
$1.14M
|
+$1.16M
|
+34,783
|
New
|
|
|
7
|
FAS Wealth Partners
Leawood,
Kansas
|
$515K
|
–
|
–
|
–
|
|
|
8
|
LPL Financial
San Diego,
California
|
$497K
|
+$15.3K
|
+461
|
+3%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$255K
|
+$7.42K
|
+223
|
+3%
|
|
|
10
|
Avior Wealth Management
Omaha,
Nebraska
|
$247K
|
–
|
–
|
–
|
|
|
11
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$241K
|
-$31K
|
-933
|
-11%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$217K
|
-$33
|
-1
|
-0%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$188K
|
+$24.5K
|
+737
|
+15%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$132K
|
+$112K
|
+3,352
|
+491%
|
|
|
15
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$131K
|
–
|
–
|
–
|
|
|
16
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$64K
|
+$65.2K
|
+1,959
|
New
|
|
|
17
|
Principal Securities
Des Moines,
Iowa
|
$46.6K
|
+$6.65K
|
+200
|
+16%
|
|
|
18
|
Tortoise Investment Management
White Plains,
New York
|
$21.2K
|
–
|
–
|
–
|
|
|
19
|
Venturi Wealth Management
Austin,
Texas
|
$20.1K
|
–
|
–
|
–
|
|
|
20
|
Sandy Spring Bank
Olney,
Maryland
|
$19.6K
|
–
|
–
|
–
|
|
|
21
|
Legacy Bridge
West Des Moines,
Iowa
|
$17.6K
|
–
|
–
|
–
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$13.1K
|
–
|
–
|
–
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$10.5K
|
–
|
–
|
–
|
|
|
24
|
EPG Wealth Management
Atlanta,
Georgia
|
$9.8K
|
-$9.98K
|
-300
|
Closed
|
|
|
25
|
Mather Group
Chicago,
Illinois
|
$9.53K
|
+$9.35K
|
+281
|
New
|
|
