|
1
|
Capital Advantage
Walnut Creek,
California
|
$71.7M
|
-$262K
|
-3,640
|
-0.4%
|
|
|
2
|
|
$55.9M
|
-$7.89M
|
-109,810
|
-12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$26M
|
-$2.07M
|
-28,865
|
-7%
|
|
|
4
|
|
$20.2M
|
+$16.3M
|
+226,474
|
+413%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.3M
|
-$905K
|
-12,585
|
-7%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$11M
|
+$7.62M
|
+106,047
|
+225%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$4.71M
|
-$275K
|
-3,819
|
-6%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.4M
|
-$360K
|
-5,005
|
-8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$4.36M
|
-$1.35M
|
-18,718
|
-24%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$4.08M
|
+$4.09M
|
+56,841
|
New
|
|
|
11
|
Fortress Wealth Management
Culver City,
California
|
$3.76M
|
+$1.29M
|
+17,958
|
+52%
|
|
|
12
|
Stephens Inc
Little Rock,
Arkansas
|
$3.38M
|
+$104K
|
+1,450
|
+3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$2.66M
|
+$435K
|
+6,047
|
+20%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.91M
|
+$366K
|
+5,093
|
+24%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.77M
|
-$315K
|
-4,377
|
-15%
|
|
|
16
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.65M
|
-$107K
|
-1,493
|
-6%
|
|
|
17
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.62M
|
+$50K
|
+695
|
+3%
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$1.29M
|
+$6.18K
|
+86
|
+0.5%
|
|
|
19
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.24M
|
-$133K
|
-1,850
|
-10%
|
|
|
20
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.15M
|
–
|
–
|
–
|
|
|
21
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.15M
|
-$4.89K
|
-68
|
-0.4%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$1.1M
|
–
|
–
|
–
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.01M
|
-$2.95K
|
-41
|
-0.3%
|
|
|
24
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$940K
|
-$176K
|
-2,447
|
-16%
|
|
|
25
|
Mutual Advisors
Omaha,
Nebraska
|
$787K
|
-$14.3K
|
-199
|
-2%
|
|
