|
1
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$219M
|
+$48.9M
|
+1,259,900
|
+29%
|
|
|
2
|
|
$24.9M
|
+$11.4M
|
+295,038
|
+86%
|
|
|
3
|
Baker Avenue Asset Management
San Francisco,
California
|
$4.68M
|
+$573K
|
+14,770
|
+14%
|
|
|
4
|
HoyleCohen
San Diego,
California
|
$4.34M
|
-$210K
|
-5,417
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.42M
|
+$1.46M
|
+37,563
|
+75%
|
|
|
6
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$3.03M
|
+$3.02M
|
+77,717
|
New
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$2.41M
|
+$2.4M
|
+61,859
|
New
|
|
|
8
|
Equitable Holdings
New York
|
$853K
|
+$46.8K
|
+1,207
|
+6%
|
|
|
9
|
Steward Partners Investment Advisory
New York
|
$630K
|
-$68.9K
|
-1,775
|
-10%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$558K
|
+$319K
|
+8,233
|
+136%
|
|
|
11
|
Focus Financial Network
Minneapolis,
Minnesota
|
$544K
|
+$39.1K
|
+1,008
|
+8%
|
|
|
12
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$516K
|
+$513K
|
+13,231
|
New
|
|
|
13
|
Pure Financial Advisors
San Diego,
California
|
$423K
|
+$4.85K
|
+125
|
+1%
|
|
|
14
|
|
$261K
|
+$260K
|
+6,698
|
New
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$162K
|
+$13.2K
|
+341
|
+9%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$30K
|
–
|
–
|
–
|
|
|
17
|
Aspire Private Capital
Cornelius,
North Carolina
|
$14.9K
|
+$14.8K
|
+382
|
New
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$10.9K
|
+$8.73K
|
+225
|
+409%
|
|
|
20
|
Private Trust Company
Cleveland,
Ohio
|
$6.04K
|
–
|
–
|
–
|
|
|
21
|
Sunbelt Securities
Houston,
Texas
|
$3.16K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$6
|
–
|
–
|
–
|
|
|
23
|
Flow Traders U.S.
New York
|
–
|
-$1.05M
|
-26,736
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$834K
|
-21,224
|
Closed
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$633K
|
-16,111
|
Closed
|
|
