|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.2M
|
+$20.7M
|
+569,158
|
+281,761%
|
|
|
2
|
WESCAP Management Group
Glendale,
California
|
$4.2M
|
-$7.11K
|
-196
|
-0.2%
|
|
|
3
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.61M
|
-$30.8K
|
-850
|
-2%
|
|
|
4
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.18M
|
–
|
–
|
–
|
|
|
5
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$630K
|
-$50.2K
|
-1,384
|
-7%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$574K
|
+$131K
|
+3,607
|
+29%
|
|
|
7
|
Kestra Private Wealth Services
Austin,
Texas
|
$333K
|
-$798
|
-22
|
-0.2%
|
|
|
8
|
|
$331K
|
+$24.8K
|
+683
|
+8%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$321K
|
-$29.2K
|
-804
|
-8%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$317K
|
–
|
–
|
–
|
|
|
11
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$270K
|
–
|
–
|
–
|
|
|
12
|
Private Capital Group
West Hartford,
Connecticut
|
$149K
|
–
|
–
|
–
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$133K
|
–
|
–
|
–
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$90K
|
–
|
–
|
–
|
|
|
15
|
4Thought Financial Group
Syosset,
New York
|
$45K
|
-$1.81K
|
-50
|
-4%
|
|
|
16
|
Tortoise Investment Management
White Plains,
New York
|
$36K
|
–
|
–
|
–
|
|
|
17
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$29K
|
–
|
–
|
–
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
-$254
|
-7
|
-1%
|
|
|
20
|
Eaton Vance Management
Boston,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$7K
|
–
|
–
|
–
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$4K
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$2.66M
|
-76,110
|
Closed
|
|
|
24
|
Flow Traders U.S.
New York
|
–
|
-$1.39M
|
-39,614
|
Closed
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.15M
|
-32,823
|
Closed
|
|
