|
1
|
Courier Capital
Buffalo,
New York
|
$2.62M
|
+$2.59M
|
+59,861
|
New
|
|
|
2
|
Kalos Management
Alpharetta,
Georgia
|
$1.55M
|
-$53.7K
|
-1,243
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$1.34M
|
-$78.8K
|
-1,825
|
-6%
|
|
|
4
|
BlackRock Fund Advisors
San Francisco,
California
|
$1.24M
|
-$33.4K
|
-774
|
-3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$668K
|
+$34.6K
|
+802
|
+6%
|
|
|
6
|
|
$634K
|
-$35.1K
|
-813
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$431K
|
+$63.2K
|
+1,464
|
+17%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$419K
|
+$66.6K
|
+1,542
|
+19%
|
|
|
9
|
Lee Financial
Dallas,
Texas
|
$391K
|
+$385K
|
+8,926
|
New
|
|
|
10
|
|
$335K
|
+$330K
|
+7,648
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$272K
|
+$268K
|
+6,203
|
New
|
|
|
12
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$226K
|
–
|
–
|
–
|
|
|
13
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$171K
|
–
|
–
|
–
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$153K
|
+$151K
|
+3,489
|
New
|
|
|
15
|
Creative Planning
Overland Park,
Kansas
|
$44K
|
–
|
–
|
–
|
|
|
16
|
West Paces Advisors
Atlanta,
Georgia
|
$36.4K
|
+$35.8K
|
+830
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35K
|
–
|
–
|
–
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$17K
|
-$6.09K
|
-141
|
-27%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$7K
|
-$10.1K
|
-234
|
-58%
|
|
|
20
|
Steward Partners Investment Advisory
New York
|
$7K
|
+$7.34K
|
+170
|
New
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$6K
|
-$1.86K
|
-43
|
-24%
|
|
|
22
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
24
|
Lazard Asset Management
New York
|
–
|
-$8.91M
|
-195,060
|
Closed
|
|
|
25
|
Franklin Resources
San Mateo,
California
|
–
|
-$452K
|
-9,900
|
Closed
|
|
