|
1
|
|
$5.75M
|
+$70.6K
|
+5,073
|
+1%
|
|
|
2
|
Matisse Capital
Portland,
Oregon
|
$3.89M
|
–
|
–
|
–
|
|
|
3
|
Shaker Financial Services
Arlington,
Virginia
|
$2.62M
|
+$41.2K
|
+2,962
|
+2%
|
|
|
4
|
1607 Capital Partners
Richmond,
Virginia
|
$2.38M
|
+$1.13M
|
+80,895
|
+83%
|
|
|
5
|
Private Management Group
Irvine,
California
|
$2.24M
|
-$30.1K
|
-2,166
|
-1%
|
|
|
6
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.42M
|
+$136K
|
+9,801
|
+10%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.19M
|
+$322K
|
+23,124
|
+35%
|
|
|
8
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.16M
|
+$19.5K
|
+1,400
|
+2%
|
|
|
9
|
Atomi Financial Group
New York
|
$666K
|
-$37.6K
|
-2,704
|
-5%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$527K
|
+$54.8K
|
+3,940
|
+11%
|
|
|
11
|
Rothschild Investment LLC
Chicago,
Illinois
|
$496K
|
–
|
–
|
–
|
|
|
12
|
Tidal Investments
Milwaukee,
Wisconsin
|
$387K
|
+$403K
|
+28,996
|
New
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$332K
|
-$2.22M
|
-159,723
|
-87%
|
|
|
14
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$305K
|
+$139K
|
+9,962
|
+77%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$292K
|
-$8.35K
|
-600
|
-3%
|
|
|
16
|
1776 Wealth
Atlanta,
Georgia
|
$272K
|
–
|
–
|
–
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$210K
|
+$17.3K
|
+1,245
|
+9%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$181K
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$168K
|
-$21.9K
|
-1,577
|
-11%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$157K
|
-$932
|
-67
|
-0.6%
|
|
|
21
|
Wolverine Asset Management
Chicago,
Illinois
|
$98.5K
|
-$7.04K
|
-506
|
-6%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$85.3K
|
-$25.7K
|
-1,845
|
-22%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$58.9K
|
–
|
–
|
–
|
|
|
24
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$48K
|
+$49.9K
|
+3,591
|
New
|
|
|
25
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$28.1K
|
–
|
–
|
–
|
|
