|
1
|
Schiavi & Co
Wilmington,
Delaware
|
$53.4M
|
+$3.97M
|
+102,714
|
+8%
|
|
|
2
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.11M
|
+$332K
|
+8,605
|
+4%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.74M
|
-$2.62M
|
-67,766
|
-25%
|
|
|
4
|
Atria Wealth Solutions
New York
|
$5.14M
|
+$334K
|
+8,638
|
+7%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.53M
|
+$2.55M
|
+66,079
|
New
|
|
|
6
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.73M
|
-$49.4K
|
-1,279
|
-3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.28M
|
+$129K
|
+3,331
|
+11%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$856K
|
–
|
–
|
–
|
|
|
9
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$856K
|
+$863K
|
+22,351
|
New
|
|
|
10
|
|
$114K
|
+$115K
|
+2,975
|
New
|
|
|
11
|
|
$42.6K
|
+$20.1K
|
+521
|
+88%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$22.5K
|
–
|
–
|
–
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$9.42K
|
-$7.76K
|
-201
|
-45%
|
|
|
14
|
Sunbelt Securities
Houston,
Texas
|
$8.97K
|
+$9.15K
|
+237
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$574
|
-$270
|
-7
|
-32%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.35M
|
-61,606
|
Closed
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
–
|
-$252K
|
-8,925
|
Closed
|
|
