|
1
|
|
$5.57M
|
+$51.6K
|
+4,039
|
+1%
|
|
|
2
|
Matisse Capital
Portland,
Oregon
|
$3.82M
|
+$565K
|
+44,210
|
+18%
|
|
|
3
|
Shaker Financial Services
Arlington,
Virginia
|
$2.53M
|
+$501K
|
+39,254
|
+26%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$2.42M
|
-$2.18M
|
-170,460
|
-48%
|
|
|
5
|
Private Management Group
Irvine,
California
|
$2.23M
|
-$34.2K
|
-2,678
|
-2%
|
|
|
6
|
1607 Capital Partners
Richmond,
Virginia
|
$1.28M
|
+$1.25M
|
+97,524
|
New
|
|
|
7
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.27M
|
+$314K
|
+24,629
|
+34%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.12M
|
-$161K
|
-12,594
|
-13%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$865K
|
+$344K
|
+26,960
|
+69%
|
|
|
10
|
Atomi Financial Group
New York
|
$689K
|
+$92K
|
+7,205
|
+16%
|
|
|
11
|
Cornerstone Advisors
Asheville,
North Carolina
|
$618K
|
-$436K
|
-34,171
|
-42%
|
|
|
12
|
Rothschild Investment LLC
Chicago,
Illinois
|
$487K
|
+$6.81K
|
+533
|
+1%
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$465K
|
+$2.44K
|
+191
|
+0.5%
|
|
|
14
|
D.A. Davidson & Co
Great Falls,
Montana
|
$294K
|
-$4.16K
|
-326
|
-1%
|
|
|
15
|
1776 Wealth
Atlanta,
Georgia
|
$267K
|
-$15.7K
|
-1,232
|
-6%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$189K
|
+$184K
|
+14,437
|
New
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$185K
|
+$20.6K
|
+1,617
|
+13%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$177K
|
–
|
–
|
–
|
|
|
19
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$169K
|
–
|
–
|
–
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$155K
|
+$9.51K
|
+745
|
+7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$108K
|
-$148K
|
-11,627
|
-59%
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
$103K
|
-$388K
|
-30,373
|
-79%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$57.8K
|
-$6.19K
|
-485
|
-10%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$46.4K
|
–
|
–
|
–
|
|
|
25
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$27.5K
|
–
|
–
|
–
|
|
