|
1
|
Osaic Holdings
Scottsdale,
Arizona
|
$24M
|
+$2.55M
|
+71,616
|
+12%
|
|
|
2
|
WESCAP Management Group
Glendale,
California
|
$4.32M
|
+$134K
|
+3,779
|
+3%
|
|
|
3
|
|
$2.27M
|
+$2.03M
|
+56,986
|
+657%
|
|
|
4
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.57M
|
–
|
–
|
–
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$1.41M
|
+$1.24M
|
+34,897
|
+608%
|
|
|
6
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.15M
|
–
|
–
|
–
|
|
|
7
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$593K
|
–
|
–
|
–
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$461K
|
-$301K
|
-8,461
|
-39%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$332K
|
+$28.2K
|
+793
|
+9%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$314K
|
-$869K
|
-24,432
|
-73%
|
|
|
11
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$264K
|
-$2.85K
|
-80
|
-1%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$243K
|
-$54K
|
-1,519
|
-18%
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$165K
|
+$35.6K
|
+1,000
|
+27%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$87K
|
-$4.02K
|
-113
|
-4%
|
|
|
15
|
Private Capital Group
West Hartford,
Connecticut
|
$83K
|
–
|
–
|
–
|
|
|
16
|
4Thought Financial Group
Syosset,
New York
|
$39K
|
-$4.87K
|
-137
|
-11%
|
|
|
17
|
Tortoise Investment Management
White Plains,
New York
|
$35K
|
–
|
–
|
–
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25K
|
+$6.51K
|
+183
|
+35%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
20
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$12K
|
–
|
–
|
–
|
|
|
21
|
Rockefeller Capital Management
New York
|
$7K
|
–
|
–
|
–
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$4K
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$576K
|
-15,558
|
Closed
|
|
|
24
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$341K
|
-9,217
|
Closed
|
|
|
25
|
Founders Financial Alliance
Raleigh,
North Carolina
|
–
|
-$25K
|
-663
|
Closed
|
|
