|
1
|
Wells Fargo
San Francisco,
California
|
$43.1M
|
-$1.68M
|
-27,818
|
-3%
|
|
|
2
|
|
$2.25M
|
-$172K
|
-2,850
|
-6%
|
|
|
3
|
Innealta Capital
Austin,
Texas
|
$1.29M
|
+$1.42M
|
+23,483
|
New
|
|
|
4
|
Xponance
Philadelphia,
Pennsylvania
|
$727K
|
+$237K
|
+3,920
|
+42%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$695K
|
-$425K
|
-7,018
|
-36%
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$510K
|
-$2.27M
|
-37,495
|
-80%
|
|
|
7
|
Country Club Trust
Kansas City,
Missouri
|
$307K
|
-$63.8K
|
-1,055
|
-16%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$281K
|
-$29.3K
|
-484
|
-9%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$276K
|
+$13.4K
|
+222
|
+5%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$181K
|
+$5.32K
|
+88
|
+3%
|
|
|
11
|
IFP Advisors
Tampa,
Florida
|
$91K
|
–
|
–
|
–
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$86K
|
-$1.25M
|
-20,735
|
-93%
|
|
|
13
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$32K
|
-$68K
|
-1,125
|
-66%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$30K
|
-$69.6K
|
-1,150
|
-68%
|
|
|
15
|
Global Retirement Partners
San Rafael,
California
|
$27K
|
–
|
–
|
–
|
|
|
16
|
|
$26K
|
–
|
–
|
–
|
|
|
17
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$26K
|
+$4.84K
|
+80
|
+20%
|
|
|
18
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$24K
|
–
|
–
|
–
|
|
|
19
|
First Horizon Advisors
Memphis,
Tennessee
|
$18K
|
+$60
|
+1
|
+0.3%
|
|
|
20
|
KWMG LLC
Overland Park,
Kansas
|
$9K
|
–
|
–
|
–
|
|
|
21
|
TCI Wealth Advisors
Tucson,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
22
|
US Bancorp
Minneapolis,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
23
|
Financial Management Professionals
Austin,
Texas
|
–
|
-$3.46M
|
-50,422
|
Closed
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$655K
|
-9,504
|
Closed
|
|
|
25
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$528K
|
-7,688
|
Closed
|
|
