|
1
|
|
$1.72M
|
+$601K
|
+7,310
|
+53%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1M
|
+$323K
|
+3,927
|
+47%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$899K
|
-$510K
|
-6,209
|
-36%
|
|
|
4
|
F&V Capital Management
Boca Raton,
Florida
|
$681K
|
–
|
–
|
–
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$604K
|
+$101K
|
+1,235
|
+20%
|
|
|
6
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$604K
|
+$101K
|
+1,235
|
+20%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$310K
|
+$313K
|
+3,811
|
New
|
|
|
8
|
|
$308K
|
+$7.72K
|
+94
|
+3%
|
|
|
9
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$280K
|
–
|
–
|
–
|
|
|
10
|
55I LLC
Boston,
Massachusetts
|
$280K
|
+$284K
|
+3,450
|
New
|
|
|
11
|
Bellecapital
Zurich,
Switzerland
|
$249K
|
+$15.3K
|
+186
|
+6%
|
|
|
12
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$217K
|
–
|
–
|
–
|
|
|
13
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$187K
|
–
|
–
|
–
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$61K
|
-$24.7K
|
-300
|
-29%
|
|
|
15
|
Rockbridge Investment Management
Syracuse,
New York
|
$45K
|
+$45.2K
|
+550
|
New
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$41K
|
–
|
–
|
–
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$39K
|
-$125K
|
-1,523
|
-76%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$32K
|
-$491K
|
-5,972
|
-94%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17K
|
+$82
|
+1
|
+0.5%
|
|
|
20
|
SVB Wealth
Boston,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12K
|
+$12.3K
|
+150
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$9K
|
-$247
|
-3
|
-3%
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$4.06K
|
–
|
–
|
–
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$648K
|
-7,887
|
Closed
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$543K
|
-7,020
|
Closed
|
|
