|
1
|
Bank of America
Charlotte,
North Carolina
|
$26M
|
+$16.6M
|
+275,100
|
+171%
|
|
|
2
|
|
$17.7M
|
+$12.5M
|
+208,541
|
+237%
|
|
|
3
|
|
$16M
|
-$13.6M
|
-226,224
|
-46%
|
|
|
4
|
Osborne Partners Capital Management
San Francisco,
California
|
$13.9M
|
+$364K
|
+6,054
|
+3%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$7.81M
|
+$2.39M
|
+39,790
|
+44%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.6M
|
-$2.22M
|
-36,882
|
-22%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$5.02M
|
+$4.14M
|
+68,719
|
+442%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.79M
|
+$842K
|
+13,986
|
+28%
|
|
|
9
|
tru Independence
Portland,
Oregon
|
$3.4M
|
+$3.43M
|
+57,068
|
New
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.23M
|
-$951K
|
-15,800
|
-23%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$2.78M
|
+$89.6K
|
+1,489
|
+3%
|
|
|
12
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$2.62M
|
-$337K
|
-5,598
|
-12%
|
|
|
13
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$2.13M
|
+$40.4K
|
+671
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.11M
|
+$83.1K
|
+1,381
|
+4%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2M
|
+$904K
|
+15,027
|
+81%
|
|
|
16
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.95M
|
–
|
–
|
–
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.94M
|
+$71.1K
|
+1,181
|
+4%
|
|
|
18
|
Atria Wealth Solutions
New York
|
$1.68M
|
+$1.26M
|
+20,883
|
+285%
|
|
|
19
|
Larson Financial Group
St Louis,
Missouri
|
$1.68M
|
+$95.4K
|
+1,586
|
+6%
|
|
|
20
|
Integras Partners
Alpharetta,
Georgia
|
$1.31M
|
+$2.35K
|
+39
|
+0.2%
|
|
|
21
|
Haven Private
Orlando,
Florida
|
$1.26M
|
+$234K
|
+3,881
|
+22%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$1.19M
|
+$1.2M
|
+19,960
|
New
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.17M
|
-$58.1K
|
-965
|
-5%
|
|
|
24
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$831K
|
-$620K
|
-10,300
|
-42%
|
|
|
25
|
Merit Financial Group
Alpharetta,
Georgia
|
$824K
|
+$128K
|
+2,131
|
+18%
|
|
