|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$23M
|
+$1.89M
|
+51,553
|
+9%
|
|
|
2
|
WESCAP Management Group
Glendale,
California
|
$4.47M
|
+$104K
|
+2,829
|
+2%
|
|
|
3
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.68M
|
–
|
–
|
–
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.24M
|
+$1.23M
|
+33,507
|
New
|
|
|
5
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.23M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$806K
|
+$205K
|
+5,602
|
+35%
|
|
|
7
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$633K
|
-$22.4K
|
-612
|
-3%
|
|
|
8
|
|
$576K
|
+$570K
|
+15,558
|
New
|
|
|
9
|
Kestra Private Wealth Services
Austin,
Texas
|
$341K
|
-$5.75K
|
-157
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$326K
|
-$4.06K
|
-111
|
-1%
|
|
|
11
|
|
$321K
|
-$23.1K
|
-631
|
-7%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$316K
|
-$17.5K
|
-477
|
-5%
|
|
|
13
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$285K
|
+$3.84K
|
+105
|
+1%
|
|
|
14
|
Old Mission Capital
Chicago,
Illinois
|
$212K
|
+$210K
|
+5,738
|
New
|
|
|
15
|
William Blair & Company
Chicago,
Illinois
|
$139K
|
–
|
–
|
–
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$98K
|
+$4.14K
|
+113
|
+4%
|
|
|
17
|
Private Capital Group
West Hartford,
Connecticut
|
$88K
|
-$65.6K
|
-1,793
|
-43%
|
|
|
18
|
4Thought Financial Group
Syosset,
New York
|
$47K
|
+$110
|
+3
|
+0.2%
|
|
|
19
|
Tortoise Investment Management
White Plains,
New York
|
$37K
|
–
|
–
|
–
|
|
|
20
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$25K
|
-$5.86K
|
-160
|
-19%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
22
|
Eaton Vance Management
Boston,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
-$1.17K
|
-32
|
-7%
|
|
|
24
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$13K
|
+$13K
|
+356
|
New
|
|
|
25
|
Rockefeller Capital Management
New York
|
$7K
|
–
|
–
|
–
|
|
