|
1
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.38M
|
-$676K
|
-11,291
|
-23%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.89M
|
+$612K
|
+10,225
|
+52%
|
|
|
3
|
Concentric Wealth Management
Lafayette,
California
|
$1.66M
|
+$1.57M
|
+26,300
|
New
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.22M
|
-$68K
|
-1,136
|
-6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$1.1M
|
-$21.3K
|
-356
|
-2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$817K
|
-$4.37K
|
-73
|
-0.6%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$717K
|
+$682K
|
+11,389
|
New
|
|
|
8
|
|
$582K
|
-$58.9K
|
-984
|
-10%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$544K
|
–
|
–
|
–
|
|
|
10
|
Pacific Sun Financial
Los Angeles,
California
|
$500K
|
-$43.1K
|
-720
|
-8%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$461K
|
-$65.7K
|
-1,098
|
-13%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$461K
|
-$52.1K
|
-871
|
-11%
|
|
|
13
|
PDS Planning
Dublin,
Ohio
|
$304K
|
-$52.9K
|
-884
|
-15%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$293K
|
-$2.21K
|
-37
|
-0.8%
|
|
|
15
|
|
$288K
|
-$376K
|
-6,288
|
-58%
|
|
|
16
|
Geneos Wealth Management
Englewood,
Colorado
|
$259K
|
–
|
–
|
–
|
|
|
17
|
SignalPoint Asset Management
Springfield,
Missouri
|
$237K
|
-$5.81K
|
-97
|
-3%
|
|
|
18
|
Horizon Bancorp
Michigan City,
Indiana
|
$135K
|
+$129K
|
+2,152
|
New
|
|
|
19
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$104K
|
+$98.9K
|
+1,653
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$87K
|
+$120
|
+2
|
+0.1%
|
|
|
21
|
Bellevue Asset Management
Bellevue,
Washington
|
$74K
|
+$70.6K
|
+1,180
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$70K
|
+$16.8K
|
+281
|
+34%
|
|
|
23
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$45K
|
–
|
–
|
–
|
|
|
24
|
LifePlan Financial Group
Dayton,
Ohio
|
$39K
|
–
|
–
|
–
|
|
|
25
|
Caldwell Trust
Venice,
Florida
|
$25.2K
|
+$23.9K
|
+400
|
New
|
|
