|
1
|
|
$81.9M
|
+$2.92M
|
+96,924
|
+4%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$6.97M
|
+$125K
|
+4,150
|
+2%
|
|
|
3
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.96M
|
-$128K
|
-4,247
|
-3%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$3.8M
|
-$19.1K
|
-632
|
-0.5%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$2.62M
|
+$2.46M
|
+81,374
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.28M
|
-$779K
|
-25,825
|
-27%
|
|
|
7
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$2.02M
|
+$1.89M
|
+62,737
|
New
|
|
|
8
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$2.02M
|
+$1.89M
|
+62,737
|
New
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$1.97M
|
–
|
–
|
–
|
|
|
10
|
|
$1.05M
|
+$988K
|
+32,751
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$825K
|
-$404K
|
-13,395
|
-34%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$709K
|
-$712K
|
-23,606
|
-52%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$653K
|
-$1.17M
|
-38,922
|
-66%
|
|
|
14
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$273K
|
-$33.9K
|
-1,123
|
-12%
|
|
|
15
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$215K
|
-$55.5K
|
-1,839
|
-22%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$206K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$98.9K
|
+$29.2K
|
+966
|
+46%
|
|
|
18
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$52.6K
|
–
|
–
|
–
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
$41.2K
|
+$17.8K
|
+590
|
+86%
|
|
|
20
|
Eastern Bank
Boston,
Massachusetts
|
$23.6K
|
–
|
–
|
–
|
|
|
21
|
SignatureFD
Atlanta,
Georgia
|
$8.15K
|
–
|
–
|
–
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$6.12K
|
+$5.73K
|
+190
|
New
|
|
|
23
|
Farther Finance Advisors
San Francisco,
California
|
$3.95K
|
+$30
|
+1
|
+0.8%
|
|
|
24
|
Lavaca Capital
Houston,
Texas
|
$3.12K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
–
|
-$36.5K
|
-1,414
|
Closed
|
|
