|
1
|
US Bancorp
Minneapolis,
Minnesota
|
$9.05M
|
+$217K
|
+8,136
|
+2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$2.75M
|
+$2.49M
|
+93,393
|
+942%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.16M
|
-$89K
|
-3,338
|
-4%
|
|
|
4
|
Ferris Capital
Marlborough,
Massachusetts
|
$2.06M
|
-$14.2K
|
-531
|
-0.7%
|
|
|
5
|
Alesco Advisors
Pittsford,
New York
|
$1.2M
|
+$1.21M
|
+45,205
|
New
|
|
|
6
|
|
$1.11M
|
+$132K
|
+4,961
|
+13%
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.03M
|
-$176K
|
-6,587
|
-15%
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$802K
|
-$62.3K
|
-2,337
|
-7%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$608K
|
+$186K
|
+6,993
|
+44%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$603K
|
-$15.2K
|
-572
|
-2%
|
|
|
11
|
|
$492K
|
+$51.4K
|
+1,927
|
+12%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$484K
|
–
|
–
|
–
|
|
|
13
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$308K
|
+$99.6K
|
+3,738
|
+47%
|
|
|
14
|
Financial Advocates Investment Management
Olympia,
Washington
|
$226K
|
–
|
–
|
–
|
|
|
15
|
WJ Wealth Management
Glendale,
Arizona
|
$226K
|
–
|
–
|
–
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$216K
|
–
|
–
|
–
|
|
|
17
|
Belpointe Asset Management
Reno,
Nevada
|
$176K
|
+$2.53K
|
+95
|
+1%
|
|
|
18
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$100K
|
+$187
|
+7
|
+0.2%
|
|
|
19
|
Anchor Investment Management
Columbia,
South Carolina
|
$99.2K
|
+$27
|
+1
|
+0%
|
|
|
20
|
Rockbridge Investment Management
Syracuse,
New York
|
$52K
|
-$76.2K
|
-2,860
|
-59%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$11K
|
–
|
–
|
–
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$977K
|
-36,500
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$509K
|
-19,010
|
Closed
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$43K
|
-1,604
|
Closed
|
|
