|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$6.44M
|
+$1.07M
|
+39,166
|
+20%
|
|
|
2
|
Stifel Financial
St. Louis,
Missouri
|
$5.92M
|
+$153K
|
+5,633
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.16M
|
+$441K
|
+16,194
|
+9%
|
|
|
4
|
Ferris Capital
Marlborough,
Massachusetts
|
$2.29M
|
-$18.2K
|
-670
|
-0.8%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$884K
|
-$54K
|
-1,985
|
-6%
|
|
|
6
|
|
$770K
|
+$156K
|
+5,742
|
+25%
|
|
|
7
|
D.A. Davidson & Co
Great Falls,
Montana
|
$738K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$563K
|
-$642K
|
-23,587
|
-53%
|
|
|
9
|
|
$518K
|
-$11.5K
|
-421
|
-2%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$517K
|
–
|
–
|
–
|
|
|
11
|
LPL Financial
San Diego,
California
|
$377K
|
+$15.6K
|
+572
|
+4%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$285K
|
-$39.7K
|
-1,457
|
-12%
|
|
|
13
|
Financial Advocates Investment Management
Olympia,
Washington
|
$237K
|
+$27
|
+1
|
+0%
|
|
|
14
|
J.W. Cole Advisors
Tampa,
Florida
|
$224K
|
-$17.3K
|
-635
|
-7%
|
|
|
15
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$214K
|
–
|
–
|
–
|
|
|
16
|
Belpointe Asset Management
Reno,
Nevada
|
$139K
|
-$21.8K
|
-800
|
-14%
|
|
|
17
|
Rockbridge Investment Management
Syracuse,
New York
|
$131K
|
–
|
–
|
–
|
|
|
18
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$102K
|
+$218
|
+8
|
+0.2%
|
|
|
19
|
Anchor Investment Management
Columbia,
South Carolina
|
$101K
|
+$27
|
+1
|
+0%
|
|
|
20
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$29K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$12K
|
+$11.7K
|
+429
|
New
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
–
|
-$207K
|
-7,592
|
Closed
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$174K
|
-6,389
|
-100%
|
|
|
24
|
Retirement Group
San Diego,
California
|
–
|
-$13K
|
-488
|
Closed
|
|
