|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
-$2.3M
|
-106,611
|
-12%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$15.4M
|
+$862K
|
+39,918
|
+6%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$8.36M
|
+$8.45M
|
+391,163
|
New
|
|
|
4
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.27M
|
-$5.08M
|
-235,041
|
-44%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$5.34M
|
-$577K
|
-26,689
|
-10%
|
|
|
6
|
CX Institutional
Auburn,
Indiana
|
$4.27M
|
+$4.06M
|
+187,765
|
+1,591%
|
|
|
7
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$4.14M
|
+$90.6K
|
+4,194
|
+2%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.51M
|
-$10.1K
|
-467
|
-0.3%
|
|
|
9
|
Howard Capital Management
Roswell,
Georgia
|
$3.44M
|
-$122K
|
-5,669
|
-3%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.83M
|
-$757K
|
-35,022
|
-21%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2.73M
|
+$83.3K
|
+3,855
|
+3%
|
|
|
12
|
Bank of New York Mellon
New York
|
$2.38M
|
+$511K
|
+23,662
|
+27%
|
|
|
13
|
|
$2.31M
|
+$425K
|
+19,662
|
+22%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.12M
|
-$1.17M
|
-54,196
|
-35%
|
|
|
15
|
Cardan Capital Partners
Denver,
Colorado
|
$2.08M
|
-$489K
|
-22,613
|
-19%
|
|
|
16
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.97M
|
+$44.6K
|
+2,065
|
+2%
|
|
|
17
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.97M
|
+$44.6K
|
+2,065
|
+2%
|
|
|
18
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.36M
|
+$31.1K
|
+1,439
|
+2%
|
|
|
19
|
VanEck Associates
New York
|
$1.25M
|
-$498K
|
-23,056
|
-28%
|
|
|
20
|
PFS Investments
Duluth,
Georgia
|
$1.23M
|
-$281K
|
-12,997
|
-18%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.11M
|
-$3.42M
|
-158,101
|
-75%
|
|
|
22
|
CreativeOne Wealth
Overland Park,
Kansas
|
$974K
|
-$166K
|
-7,664
|
-14%
|
|
|
23
|
Flow Traders U.S.
New York
|
$869K
|
+$878K
|
+40,649
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$868K
|
+$194K
|
+8,983
|
+28%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$846K
|
-$141K
|
-6,539
|
-14%
|
|
