|
1
|
Berkeley Inc
Boise,
Idaho
|
$9.25M
|
-$128K
|
-3,283
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.56M
|
-$3.38M
|
-86,583
|
-50%
|
|
|
3
|
|
$2.7M
|
+$407K
|
+10,430
|
+19%
|
|
|
4
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.02M
|
-$43.2K
|
-1,106
|
-2%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.92M
|
+$105K
|
+2,678
|
+6%
|
|
|
6
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.74M
|
+$952K
|
+24,373
|
+140%
|
|
|
7
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.25M
|
+$1.18M
|
+30,129
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.2M
|
+$742K
|
+18,988
|
+193%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$1.07M
|
+$195
|
+5
|
+0%
|
|
|
10
|
Flow Traders U.S.
New York
|
$1.02M
|
-$2.21M
|
-56,454
|
-70%
|
|
|
11
|
Maridea Wealth Management
Brooklyn,
New York
|
$842K
|
+$769K
|
+19,672
|
New
|
|
|
12
|
Bearing Point Capital
Bloomington,
Minnesota
|
$759K
|
-$6.25K
|
-160
|
-0.9%
|
|
|
13
|
Signal Advisors Wealth
Detroit,
Michigan
|
$726K
|
+$681K
|
+17,427
|
New
|
|
|
14
|
Evelyn Partners Investment Management
London,
|
$618K
|
–
|
–
|
–
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$586K
|
+$550K
|
+14,077
|
New
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$502K
|
+$6.13K
|
+157
|
+1%
|
|
|
17
|
WBI Investments
Red Bank,
New Jersey
|
$481K
|
+$451K
|
+11,537
|
New
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$450K
|
-$67.6K
|
-1,730
|
-14%
|
|
|
19
|
Essential Partners
Rancho Santa Fe,
California
|
$339K
|
-$24.5K
|
-626
|
-7%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$296K
|
-$32.4K
|
-829
|
-10%
|
|
|
21
|
Allie Family Office
Miami,
Florida
|
$286K
|
+$268K
|
+6,863
|
New
|
|
|
22
|
Geneos Wealth Management
Englewood,
Colorado
|
$221K
|
–
|
–
|
–
|
|
|
23
|
PFG Investments
Woodbury,
New York
|
$220K
|
+$206K
|
+5,273
|
New
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$207K
|
+$194K
|
+4,975
|
New
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$125K
|
-$265K
|
-6,795
|
-70%
|
|
