|
1
|
Stifel Financial
St. Louis,
Missouri
|
$5.79M
|
+$435K
|
+15,946
|
+8%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$5.4M
|
+$2.35M
|
+86,192
|
+77%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$4.73M
|
-$1.84M
|
-67,546
|
-28%
|
|
|
4
|
Ferris Capital
Marlborough,
Massachusetts
|
$2.32M
|
+$5.38K
|
+197
|
+0.2%
|
|
|
5
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.33M
|
+$1.33M
|
+48,786
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$1.21M
|
+$93K
|
+3,406
|
+8%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$942K
|
-$8.68K
|
-318
|
-0.9%
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$741K
|
–
|
–
|
–
|
|
|
9
|
|
$616K
|
+$109
|
+4
|
+0%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$549K
|
–
|
–
|
–
|
|
|
11
|
|
$531K
|
+$55.3K
|
+2,026
|
+12%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$363K
|
+$114K
|
+4,180
|
+46%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$326K
|
-$31.2K
|
-1,141
|
-9%
|
|
|
14
|
J.W. Cole Advisors
Tampa,
Florida
|
$242K
|
+$242K
|
+8,880
|
New
|
|
|
15
|
Financial Advocates Investment Management
Olympia,
Washington
|
$238K
|
-$16.4K
|
-599
|
-6%
|
|
|
16
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$215K
|
–
|
–
|
–
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$207K
|
-$584K
|
-21,392
|
-74%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$174K
|
+$174K
|
+6,390
|
New
|
|
|
19
|
Belpointe Asset Management
Reno,
Nevada
|
$161K
|
+$161K
|
+5,900
|
New
|
|
|
20
|
Rockbridge Investment Management
Syracuse,
New York
|
$131K
|
–
|
–
|
–
|
|
|
21
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$102K
|
+$464
|
+17
|
+0.5%
|
|
|
22
|
Anchor Investment Management
Columbia,
South Carolina
|
$102K
|
-$8.74K
|
-320
|
-8%
|
|
|
23
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$30K
|
–
|
–
|
–
|
|
|
24
|
Retirement Group
San Diego,
California
|
$13K
|
-$328
|
-12
|
-2%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$599K
|
-21,925
|
Closed
|
|
