|
1
|
Capital Advantage
Walnut Creek,
California
|
$71.9M
|
+$23.2M
|
+331,703
|
+49%
|
|
|
2
|
|
$63.1M
|
-$5.74M
|
-82,070
|
-8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$27.8M
|
-$2.58M
|
-36,891
|
-9%
|
|
|
4
|
CX Institutional
Auburn,
Indiana
|
$18.1M
|
+$415K
|
+5,926
|
+2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$12.1M
|
-$1.6M
|
-22,863
|
-12%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.65M
|
-$2.84M
|
-40,561
|
-34%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.94M
|
-$1.31M
|
-18,678
|
-21%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.72M
|
-$713K
|
-10,184
|
-13%
|
|
|
9
|
|
$3.9M
|
-$2.34M
|
-33,443
|
-38%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$3.34M
|
-$198K
|
-2,825
|
-6%
|
|
|
11
|
Stephens Inc
Little Rock,
Arkansas
|
$3.24M
|
-$12.9K
|
-185
|
-0.4%
|
|
|
12
|
Fortress Wealth Management
Culver City,
California
|
$2.44M
|
+$801K
|
+11,449
|
+50%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$2.2M
|
-$383K
|
-5,470
|
-15%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.13M
|
-$1.29M
|
-18,500
|
-38%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.06M
|
-$387K
|
-5,528
|
-16%
|
|
|
16
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.74M
|
-$539K
|
-7,705
|
-24%
|
|
|
17
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.55M
|
+$2.45K
|
+35
|
+0.2%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.53M
|
-$948K
|
-13,549
|
-39%
|
|
|
19
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.36M
|
-$397K
|
-5,675
|
-23%
|
|
|
20
|
RFG Advisory
Birmingham,
Alabama
|
$1.3M
|
-$152K
|
-2,166
|
-11%
|
|
|
21
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.14M
|
-$343K
|
-4,901
|
-23%
|
|
|
22
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.14M
|
–
|
–
|
–
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.1M
|
+$599K
|
+8,559
|
+123%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$1.09M
|
+$6.93K
|
+99
|
+0.6%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1M
|
-$1.4M
|
-19,960
|
-59%
|
|
