|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$8.85M
|
+$2.03M
|
+75,321
|
+30%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.62M
|
-$106K
|
-3,909
|
-4%
|
|
|
3
|
Ferris Capital
Marlborough,
Massachusetts
|
$2.13M
|
+$2.14M
|
+79,180
|
New
|
|
|
4
|
|
$1.35M
|
-$909K
|
-33,676
|
-40%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$940K
|
+$941K
|
+34,862
|
New
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
$826K
|
-$19.7K
|
-731
|
-2%
|
|
|
7
|
D.A. Davidson & Co
Great Falls,
Montana
|
$727K
|
–
|
–
|
–
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$503K
|
+$504K
|
+18,647
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$487K
|
+$488K
|
+18,058
|
New
|
|
|
10
|
|
$462K
|
-$36.9K
|
-1,367
|
-7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$439K
|
+$324
|
+12
|
+0.1%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$309K
|
-$125K
|
-4,629
|
-29%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$273K
|
–
|
–
|
–
|
|
|
14
|
Financial Advocates Investment Management
Olympia,
Washington
|
$229K
|
-$5.75K
|
-213
|
-2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$219K
|
–
|
–
|
–
|
|
|
16
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$212K
|
–
|
–
|
–
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$148K
|
+$10.8K
|
+400
|
+8%
|
|
|
18
|
Rockbridge Investment Management
Syracuse,
New York
|
$130K
|
–
|
–
|
–
|
|
|
19
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$101K
|
+$297
|
+11
|
+0.3%
|
|
|
20
|
Anchor Investment Management
Columbia,
South Carolina
|
$101K
|
+$27
|
+1
|
+0%
|
|
|
21
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$29K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$12K
|
-$27
|
-1
|
-0.2%
|
|
|
23
|
Arrow Financial
Glens Falls,
New York
|
$5K
|
+$5K
|
+185
|
New
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$5.83M
|
-215,334
|
Closed
|
|
