|
1
|
Zacks Investment Management
Chicago,
Illinois
|
$1.31M
|
+$1.23M
|
+48,334
|
New
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$566K
|
-$200K
|
-7,870
|
-27%
|
|
|
3
|
|
$494K
|
–
|
–
|
–
|
|
|
4
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$475K
|
–
|
–
|
–
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$377K
|
+$353K
|
+13,908
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$317K
|
+$21.9K
|
+865
|
+8%
|
|
|
7
|
EP Wealth Advisors
Torrance,
California
|
$317K
|
-$49.8K
|
-1,963
|
-14%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$273K
|
+$255K
|
+10,057
|
New
|
|
|
9
|
|
$251K
|
+$164K
|
+6,475
|
+232%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$242K
|
+$8.63K
|
+340
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$230K
|
+$216K
|
+8,493
|
New
|
|
|
12
|
Lunt Capital Management
Holladay,
Utah
|
$220K
|
+$206K
|
+8,105
|
New
|
|
|
13
|
Equitable Holdings
New York
|
$215K
|
+$201K
|
+7,937
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$148K
|
-$3.4M
|
-134,010
|
-96%
|
|
|
15
|
Spire Wealth Management
Mclean,
Virginia
|
$96.3K
|
-$25
|
-1
|
-0%
|
|
|
16
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$51.2K
|
+$48.2K
|
+1,900
|
New
|
|
|
17
|
Columbia River Financial Group
Vancouver,
Washington
|
$50K
|
+$47.6K
|
+1,876
|
New
|
|
|
18
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$35.2K
|
+$33K
|
+1,300
|
New
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$27.1K
|
+$24.2K
|
+952
|
+2,026%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$17.6K
|
-$25
|
-1
|
-0.2%
|
|
|
21
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$15.1K
|
+$14.1K
|
+556
|
New
|
|
|
22
|
Larson Financial Group
St Louis,
Missouri
|
$10.9K
|
+$4.7K
|
+185
|
+86%
|
|
|
23
|
Wayfinding Financial
Lynnwood,
Washington
|
$10K
|
+$9.59K
|
+378
|
New
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.89K
|
–
|
–
|
–
|
|
|
25
|
GAMMA Investing
Foster City,
California
|
$7.48K
|
–
|
–
|
–
|
|
