|
1
|
Mariner
Overland Park,
Kansas
|
$7.1M
|
-$138K
|
-7,228
|
-2%
|
|
|
2
|
|
$1.67M
|
+$32.7K
|
+1,718
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$841K
|
+$73.4K
|
+3,856
|
+10%
|
|
|
4
|
|
$671K
|
+$11.4K
|
+600
|
+2%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$625K
|
+$592K
|
+31,086
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$612K
|
+$3.81K
|
+200
|
+0.7%
|
|
|
7
|
Northwest Wealth Management
Spencer,
Iowa
|
$575K
|
-$90.8K
|
-4,769
|
-14%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$560K
|
+$9.56K
|
+502
|
+2%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$548K
|
+$32.6K
|
+1,712
|
+7%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$523K
|
+$91.7K
|
+4,814
|
+23%
|
|
|
11
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$486K
|
+$80.6K
|
+4,234
|
+21%
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$444K
|
+$47.9K
|
+2,513
|
+13%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$348K
|
–
|
–
|
–
|
|
|
14
|
Founders Financial Securities
Towson,
Maryland
|
$333K
|
+$315K
|
+16,562
|
New
|
|
|
15
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$298K
|
+$282K
|
+14,800
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$242K
|
+$32.3K
|
+1,697
|
+16%
|
|
|
17
|
CPWM LLC
Seattle,
Washington
|
$241K
|
–
|
–
|
–
|
|
|
18
|
IEQ Capital
Foster City,
California
|
$241K
|
+$228K
|
+11,985
|
New
|
|
|
19
|
William Blair & Company
Chicago,
Illinois
|
$202K
|
-$3.33K
|
-175
|
-2%
|
|
|
20
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$152K
|
+$144K
|
+7,559
|
+68,718%
|
|
|
21
|
Anchor Investment Management
Columbia,
South Carolina
|
$138K
|
-$7.41K
|
-389
|
-5%
|
|
|
22
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32K
|
+$6.95K
|
+365
|
+29%
|
|
|
24
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
25
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$20K
|
+$19K
|
+1,000
|
New
|
|
