|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.8M
|
-$472K
|
-19,494
|
-3%
|
|
|
2
|
Del-Sette Capital Management
Schenectady,
New York
|
$13.4M
|
-$2.57M
|
-106,177
|
-17%
|
|
|
3
|
Avantax Planning Partners
Dubuque,
Iowa
|
$12.1M
|
-$2.91M
|
-120,293
|
-20%
|
|
|
4
|
|
$11.2M
|
+$1.48K
|
+61
|
+0%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$9.49M
|
-$416K
|
-17,198
|
-4%
|
|
|
6
|
|
$7.19M
|
-$1.12M
|
-46,346
|
-14%
|
|
|
7
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$4.27M
|
+$127K
|
+5,238
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.62M
|
-$486K
|
-20,095
|
-12%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.31M
|
+$2.32K
|
+96
|
+0.1%
|
|
|
10
|
First Horizon Advisors
Memphis,
Tennessee
|
$2.23M
|
-$199K
|
-8,207
|
-9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.21M
|
-$207K
|
-8,562
|
-9%
|
|
|
12
|
Wambolt & Associates
Littleton,
Colorado
|
$2.04M
|
-$25.4K
|
-1,051
|
-1%
|
|
|
13
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.55M
|
+$71.4K
|
+2,950
|
+5%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.46M
|
+$648K
|
+26,811
|
+87%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.42M
|
+$782K
|
+32,320
|
+137%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$1.03M
|
-$1.19M
|
-49,047
|
-55%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1M
|
-$638K
|
-26,368
|
-40%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$876K
|
-$17.7K
|
-730
|
-2%
|
|
|
19
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$830K
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$601K
|
+$571K
|
+23,610
|
New
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$456K
|
-$110K
|
-4,558
|
-20%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$414K
|
-$529K
|
-21,855
|
-57%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$409K
|
+$14.7K
|
+608
|
+4%
|
|
|
24
|
Mariner
Overland Park,
Kansas
|
$302K
|
-$1.84K
|
-76
|
-0.6%
|
|
|
25
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$229K
|
+$203K
|
+8,408
|
New
|
|
