|
1
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$619M
|
+$422M
|
+11,000,000
|
+196%
|
|
|
2
|
|
$121M
|
+$100M
|
+2,611,897
|
+409%
|
|
|
3
|
Baker Avenue Asset Management
San Francisco,
California
|
$5.37M
|
+$927K
|
+24,152
|
+20%
|
|
|
4
|
HoyleCohen
San Diego,
California
|
$4.27M
|
+$132K
|
+3,442
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.28M
|
+$9.33K
|
+243
|
+0.3%
|
|
|
6
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$3.11M
|
+$225K
|
+5,852
|
+8%
|
|
|
7
|
GeoWealth Management
Chicago,
Illinois
|
$2.96M
|
+$678K
|
+17,645
|
+29%
|
|
|
8
|
Flow Traders U.S.
New York
|
$1.29M
|
+$1.33M
|
+34,539
|
New
|
|
|
9
|
Equitable Holdings
New York
|
$856K
|
+$41.1K
|
+1,070
|
+5%
|
|
|
10
|
Steward Partners Investment Advisory
New York
|
$580K
|
-$22.4K
|
-583
|
-4%
|
|
|
11
|
Focus Financial Network
Minneapolis,
Minnesota
|
$544K
|
+$25K
|
+652
|
+5%
|
|
|
12
|
Pure Financial Advisors
San Diego,
California
|
$506K
|
+$104K
|
+2,719
|
+25%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$151K
|
-$4.22K
|
-110
|
-3%
|
|
|
14
|
Aspire Private Capital
Cornelius,
North Carolina
|
$28.8K
|
+$15K
|
+390
|
+102%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.7K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
+$499
|
+13
|
+5%
|
|
|
17
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$8.38K
|
+$8.64K
|
+225
|
New
|
|
|
18
|
Bartlett & Co
Cincinnati,
Ohio
|
$8K
|
+$8.64K
|
+225
|
New
|
|
|
19
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$7.56K
|
+$7.79K
|
+203
|
New
|
|
|
20
|
Private Trust Company
Cleveland,
Ohio
|
$5.78K
|
–
|
–
|
–
|
|
|
21
|
Sunbelt Securities
Houston,
Texas
|
$3.02K
|
–
|
–
|
–
|
|
|
22
|
|
$2.01K
|
-$255K
|
-6,644
|
-99%
|
|
|
23
|
AssetMark Inc
Concord,
California
|
$522
|
+$538
|
+14
|
New
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$26
|
+$38
|
+1
|
New
|
|
|
25
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$558K
|
-14,293
|
Closed
|
|
