|
1
|
Joseph Group Capital Management
Columbus,
Ohio
|
$13M
|
+$726K
|
+15,549
|
+6%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$9.3M
|
+$2.26M
|
+48,396
|
+32%
|
|
|
3
|
|
$7.66M
|
+$3.41M
|
+72,937
|
+80%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.45M
|
-$300K
|
-6,433
|
-4%
|
|
|
5
|
|
$6.72M
|
+$389K
|
+8,332
|
+6%
|
|
|
6
|
Old Mission Capital
Chicago,
Illinois
|
$4.1M
|
+$962K
|
+20,614
|
+31%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.9M
|
+$143K
|
+3,059
|
+4%
|
|
|
8
|
Hudock Inc
Williamsport,
Pennsylvania
|
$2.88M
|
+$33.3K
|
+713
|
+1%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$2.75M
|
+$1.42M
|
+30,507
|
+107%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.5M
|
-$257K
|
-5,512
|
-9%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.89M
|
+$43.3K
|
+927
|
+2%
|
|
|
12
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.61M
|
-$21.7M
|
-465,244
|
-93%
|
|
|
13
|
Asset Dedication LLC
San Francisco,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
14
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$834K
|
+$111K
|
+2,380
|
+15%
|
|
|
15
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$834K
|
+$111K
|
+2,380
|
+15%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$801K
|
-$15.5K
|
-332
|
-2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$532K
|
+$41.4K
|
+887
|
+8%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$498K
|
+$500K
|
+10,709
|
New
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$358K
|
+$15.8K
|
+339
|
+5%
|
|
|
20
|
Financial Perspectives
Minneapolis,
Minnesota
|
$284K
|
–
|
–
|
–
|
|
|
21
|
Jefferies Financial Group
New York
|
$237K
|
+$238K
|
+5,094
|
New
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$208K
|
-$24.5K
|
-524
|
-10%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$186K
|
+$1.49K
|
+32
|
+0.8%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$97.7K
|
-$592K
|
-12,672
|
-86%
|
|
|
25
|
Parallel Advisors
San Francisco,
California
|
$77.2K
|
+$327
|
+7
|
+0.4%
|
|
