|
1
|
|
$5.75M
|
+$78.6K
|
+3,247
|
+1%
|
|
|
2
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.33M
|
+$261K
|
+10,784
|
+5%
|
|
|
3
|
MAI Capital Management
Independence,
Ohio
|
$3.46M
|
-$676K
|
-27,957
|
-17%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$1.14M
|
-$38.6K
|
-1,597
|
-3%
|
|
|
5
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.09M
|
-$12.8K
|
-529
|
-1%
|
|
|
6
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$610K
|
-$132K
|
-5,474
|
-18%
|
|
|
7
|
Napa Wealth Management
Napa,
California
|
$497K
|
+$480K
|
+19,852
|
New
|
|
|
8
|
|
$448K
|
–
|
–
|
–
|
|
|
9
|
|
$369K
|
-$453K
|
-18,731
|
-56%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$295K
|
+$1.02K
|
+42
|
+0.4%
|
|
|
11
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$262K
|
+$44.5K
|
+1,839
|
+21%
|
|
|
12
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$262K
|
+$44.5K
|
+1,839
|
+21%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$224K
|
-$338K
|
-13,957
|
-61%
|
|
|
14
|
Versant Capital Management
Phoenix,
Arizona
|
$206K
|
+$218
|
+9
|
+0.1%
|
|
|
15
|
Caprock Group
Boise,
Idaho
|
$200K
|
+$194K
|
+8,000
|
New
|
|
|
16
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$200K
|
–
|
–
|
–
|
|
|
17
|
UMB Bank
Kansas City,
Missouri
|
$174K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$169K
|
-$94.4K
|
-3,900
|
-37%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$78.1K
|
-$35K
|
-1,447
|
-32%
|
|
|
20
|
Continuum Advisory
Eagle,
Idaho
|
$68.4K
|
-$32.7K
|
-1,351
|
-33%
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$39.1K
|
–
|
–
|
–
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$15.9K
|
–
|
–
|
–
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$6.54K
|
–
|
–
|
–
|
|
|
24
|
Harbour Investments
Madison,
Wisconsin
|
$250
|
–
|
–
|
–
|
|
|
25
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
–
|
-$2.1M
|
-89,372
|
Closed
|
|
