|
1
|
|
$3.35M
|
+$2.89M
|
+123,694
|
+885%
|
|
|
2
|
Ashford Capital Management
Wilmington,
Delaware
|
$3.24M
|
+$432K
|
+18,478
|
+16%
|
|
|
3
|
Family Legacy Inc
Greenville,
South Carolina
|
$2.82M
|
+$2.71M
|
+115,940
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$722K
|
-$97.7K
|
-4,179
|
-12%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$643K
|
+$49.8K
|
+2,131
|
+9%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$619K
|
+$594K
|
+25,432
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$387K
|
-$423K
|
-18,111
|
-53%
|
|
|
8
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$285K
|
+$3.13K
|
+134
|
+1%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$274K
|
-$63.5K
|
-2,716
|
-19%
|
|
|
10
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$262K
|
+$251K
|
+10,752
|
New
|
|
|
11
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$208K
|
+$200K
|
+8,564
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$179K
|
-$8.11K
|
-347
|
-5%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$138K
|
–
|
–
|
–
|
|
|
14
|
Weaver Consulting Group
Huntington Beach,
California
|
$49K
|
-$23.4K
|
-1,000
|
-33%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39K
|
–
|
–
|
–
|
|
|
16
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$36.9K
|
+$35.4K
|
+1,515
|
New
|
|
|
17
|
|
$15K
|
–
|
–
|
–
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$2K
|
+$2.24K
|
+96
|
New
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
20
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$1K
|
+$1.43K
|
+61
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$336K
|
-15,236
|
Closed
|
|
|
22
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$262K
|
-11,886
|
Closed
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$207K
|
-9,420
|
Closed
|
|
|
24
|
|
–
|
-$136K
|
-6,147
|
Closed
|
|
|
25
|
Centaurus Financial
Anaheim,
California
|
–
|
-$102K
|
-4,606
|
Closed
|
|
