|
1
|
Citadel Advisors
Miami,
Florida
|
$7.33M
|
+$5.12M
|
+153,618
|
+139%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$6.89M
|
-$19.8K
|
-594
|
-0.2%
|
|
|
3
|
Searcy Financial Services
Overland Park,
Kansas
|
$6.66M
|
-$5.37M
|
-161,010
|
-40%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.84M
|
-$1.93M
|
-57,858
|
-22%
|
|
|
5
|
|
$5.82M
|
+$875K
|
+26,250
|
+14%
|
|
|
6
|
Matrix Trust Company
Denver,
Colorado
|
$4.02M
|
-$93.6K
|
-2,808
|
-2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.74M
|
+$32.6K
|
+978
|
+0.7%
|
|
|
8
|
|
$3.34M
|
–
|
–
|
–
|
|
|
9
|
Provident Wealth Management
Brentwood,
Tennessee
|
$2.96M
|
-$225K
|
-6,750
|
-6%
|
|
|
10
|
Avantax Advisory Services
Dallas,
Texas
|
$2.85M
|
+$715K
|
+21,450
|
+26%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$2.74M
|
+$1.08M
|
+32,406
|
+49%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$2.61M
|
-$104K
|
-3,114
|
-3%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$1.99M
|
-$61.6K
|
-1,848
|
-3%
|
|
|
14
|
Level Four Advisory Services
Dallas,
Texas
|
$1.6M
|
-$20K
|
-600
|
-1%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.22M
|
–
|
–
|
–
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.05M
|
+$1.26M
|
+37,758
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$951K
|
-$188K
|
-5,652
|
-14%
|
|
|
18
|
Allianz Asset Management
Munich,
Germany
|
$921K
|
-$724K
|
-21,702
|
-39%
|
|
|
19
|
|
$910K
|
+$599K
|
+17,964
|
+121%
|
|
|
20
|
Courage Miller Partners
Norfolk,
Virginia
|
$891K
|
-$92K
|
-2,760
|
-8%
|
|
|
21
|
TAP Consulting
Kirkwood,
Missouri
|
$781K
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$659K
|
+$342K
|
+10,266
|
+76%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$534K
|
+$640K
|
+19,182
|
New
|
|
|
24
|
Beam Wealth Advisors
Covington,
Louisiana
|
$498K
|
+$599K
|
+17,976
|
New
|
|
|
25
|
Private Wealth Strategies
New Albany,
Ohio
|
$455K
|
–
|
–
|
–
|
|
