|
1
|
Schiavi & Co
Wilmington,
Delaware
|
$55.9M
|
-$3.93M
|
-100,443
|
-7%
|
|
|
2
|
Austin Wealth Management
Austin,
Texas
|
$24.1M
|
+$169K
|
+4,317
|
+0.8%
|
|
|
3
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.63M
|
-$194K
|
-4,950
|
-2%
|
|
|
4
|
Williams & Novak
Westlake Village,
California
|
$5.84M
|
+$5.46M
|
+139,484
|
New
|
|
|
5
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.67M
|
-$427K
|
-10,905
|
-7%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.81M
|
-$167K
|
-4,255
|
-6%
|
|
|
7
|
|
$2.17M
|
-$257K
|
-6,564
|
-11%
|
|
|
8
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2.05M
|
+$261K
|
+6,673
|
+16%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.36M
|
-$372K
|
-9,503
|
-23%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$992K
|
+$928K
|
+23,696
|
New
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$979K
|
-$1.05M
|
-26,708
|
-53%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$940K
|
–
|
–
|
–
|
|
|
13
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$940K
|
–
|
–
|
–
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$917K
|
-$41.6K
|
-1,062
|
-5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$917K
|
+$2.98K
|
+76
|
+0.3%
|
|
|
16
|
Fidelity Investments
Boston,
Massachusetts
|
$92.1K
|
+$86.1K
|
+2,199
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$74.8K
|
+$44.2K
|
+1,128
|
+171%
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$15.8K
|
–
|
–
|
–
|
|
|
19
|
|
–
|
-$114K
|
-2,975
|
Closed
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$575
|
-15
|
Closed
|
|
