|
1
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$40.3M
|
+$4.36M
|
+112,590
|
+11%
|
|
|
2
|
|
$9.68M
|
+$4.98M
|
+128,636
|
+93%
|
|
|
3
|
HoyleCohen
San Diego,
California
|
$3.73M
|
+$143K
|
+3,692
|
+4%
|
|
|
4
|
Slow Capital
Greenbrae,
California
|
$1.92M
|
+$208K
|
+5,360
|
+11%
|
|
|
5
|
Pure Financial Advisors
San Diego,
California
|
$467K
|
+$88.2K
|
+2,278
|
+22%
|
|
|
6
|
Focus Financial Network
Minneapolis,
Minnesota
|
$366K
|
+$84.2K
|
+2,174
|
+27%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$324K
|
+$86.5K
|
+2,233
|
+33%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$310K
|
+$23K
|
+594
|
+7%
|
|
|
9
|
Baker Avenue Asset Management
San Francisco,
California
|
$224K
|
-$1.04M
|
-26,828
|
-81%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$174K
|
+$99.6K
|
+2,573
|
+116%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$101K
|
+$107K
|
+2,772
|
+13,860%
|
|
|
12
|
Steward Partners Investment Advisory
New York
|
$86K
|
+$13K
|
+337
|
+17%
|
|
|
13
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$74K
|
-$1.35K
|
-35
|
-2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$35K
|
-$3.64K
|
-94
|
-9%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
-$465
|
-12
|
-4%
|
|
|
16
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$7K
|
+$7.86K
|
+203
|
New
|
|
|
17
|
Centric Wealth Management
Chicago,
Illinois
|
–
|
-$1.3M
|
-33,899
|
Closed
|
|
|
18
|
Benedetti & Gucer
Atlanta,
Georgia
|
–
|
-$365K
|
-9,528
|
Closed
|
|
|
19
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$39
|
+1
|
New
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
–
|
+$39
|
+1
|
New
|
|
