|
1
|
Valmark Advisers
Akron,
Ohio
|
$6.8M
|
+$322K
|
+9,457
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.99M
|
-$12.6K
|
-369
|
-0.2%
|
|
|
3
|
|
$2.45M
|
+$3.58K
|
+105
|
+0.1%
|
|
|
4
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.65M
|
–
|
–
|
–
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.56M
|
+$680K
|
+19,960
|
+68%
|
|
|
6
|
|
$1.4M
|
+$1.13M
|
+33,260
|
+303%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$951K
|
+$868K
|
+25,460
|
+556%
|
|
|
8
|
McGrath & Associates
Asheville,
North Carolina
|
$652K
|
+$701K
|
+20,581
|
New
|
|
|
9
|
FAS Wealth Partners
Leawood,
Kansas
|
$514K
|
+$16.3K
|
+478
|
+3%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$466K
|
-$23K
|
-674
|
-4%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$308K
|
+$13.9K
|
+408
|
+4%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$235K
|
+$3.13K
|
+92
|
+1%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$219K
|
+$55.2K
|
+1,619
|
+31%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$172K
|
-$8.32K
|
-244
|
-4%
|
|
|
15
|
Avior Wealth Management
Omaha,
Nebraska
|
$160K
|
–
|
–
|
–
|
|
|
16
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$127K
|
–
|
–
|
–
|
|
|
17
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$112K
|
+$121K
|
+3,551
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$110K
|
-$9K
|
-264
|
-7%
|
|
|
19
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$96.1K
|
-$44.9K
|
-1,317
|
-30%
|
|
|
20
|
Principal Securities
Des Moines,
Iowa
|
$45.2K
|
–
|
–
|
–
|
|
|
21
|
Tortoise Investment Management
White Plains,
New York
|
$20.6K
|
–
|
–
|
–
|
|
|
22
|
Venturi Wealth Management
Austin,
Texas
|
$19.5K
|
–
|
–
|
–
|
|
|
23
|
Sandy Spring Bank
Olney,
Maryland
|
$19K
|
–
|
–
|
–
|
|
|
24
|
Legacy Bridge
West Des Moines,
Iowa
|
$17.1K
|
–
|
–
|
–
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$12.7K
|
-$3K
|
-88
|
-18%
|
|
