|
1
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$590K
|
+$590K
|
+201,580
|
New
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$95.7K
|
+$48.6K
|
+16,591
|
+103%
|
|
|
3
|
Van Diest Capital
Poly City,
Iowa
|
$73.6K
|
+$73.7K
|
+25,171
|
New
|
|
|
4
|
|
$63.7K
|
-$211K
|
-71,918
|
-77%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$61.8K
|
-$48K
|
-16,393
|
-44%
|
|
|
6
|
Shufro Rose & Co
New York
|
$56.7K
|
-$5.86K
|
-2,000
|
-9%
|
|
|
7
|
|
$53.9K
|
-$13.1K
|
-4,482
|
-20%
|
|
|
8
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$41.8K
|
+$41.9K
|
+14,300
|
New
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.5K
|
+$2.48K
|
+846
|
+7%
|
|
|
10
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$40.1K
|
-$4.86K
|
-1,661
|
-11%
|
|
|
11
|
Centaurus Financial
Anaheim,
California
|
$38K
|
–
|
–
|
–
|
|
|
12
|
Equitable Holdings
New York
|
$33.7K
|
+$33.7K
|
+11,510
|
New
|
|
|
13
|
Integrity Advisory Solutions
Dallas,
Texas
|
$30.6K
|
-$3.19K
|
-1,090
|
-9%
|
|
|
14
|
|
$29.3K
|
-$672K
|
-229,584
|
-96%
|
|
|
15
|
CoreCap Advisors
Southfield,
Michigan
|
$10.5K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$9.57K
|
-$1.91K
|
-653
|
-17%
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$5.83K
|
+$2.1K
|
+717
|
+56%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4K
|
+$665
|
+227
|
+18%
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.92K
|
-$49.4K
|
-16,884
|
-94%
|
|
|
20
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.02K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$2
|
–
|
–
|
–
|
|
|
22
|
Oppenheimer & Co
New York
|
–
|
-$367K
|
-123,036
|
Closed
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$160K
|
-53,629
|
Closed
|
|
|
24
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$62.3K
|
-20,900
|
Closed
|
|
|
25
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$46.8K
|
-15,713
|
Closed
|
|
