|
1
|
|
$22.9M
|
+$1.64M
|
+321,167
|
+8%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$14.5M
|
+$314K
|
+61,481
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.2M
|
+$317K
|
+61,949
|
+2%
|
|
|
4
|
KWMG LLC
Overland Park,
Kansas
|
$7.93M
|
+$286K
|
+55,909
|
+4%
|
|
|
5
|
Ancora Advisors
Cleveland,
Ohio
|
$4.04M
|
–
|
–
|
–
|
|
|
6
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2.44M
|
+$8.94K
|
+1,748
|
+0.4%
|
|
|
7
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.54M
|
-$68.9K
|
-13,480
|
-4%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$849K
|
+$801K
|
+156,682
|
+1,495%
|
|
|
9
|
Principal Financial Group
Des Moines,
Iowa
|
$564K
|
+$36.5K
|
+7,134
|
+7%
|
|
|
10
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$554K
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$416K
|
-$34.9K
|
-6,831
|
-8%
|
|
|
12
|
Centric Wealth Management
Chicago,
Illinois
|
$414K
|
+$67.6K
|
+13,229
|
+19%
|
|
|
13
|
Financial Life Advisors
San Antonio,
Texas
|
$388K
|
-$24.6K
|
-4,813
|
-6%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$335K
|
-$179K
|
-35,017
|
-35%
|
|
|
15
|
First National Trust
Hermitage,
Pennsylvania
|
$321K
|
-$25.6K
|
-5,000
|
-7%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$277K
|
–
|
–
|
–
|
|
|
17
|
Sepio Capital
Salt Lake City,
Utah
|
$263K
|
–
|
–
|
–
|
|
|
18
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$196K
|
-$2.65M
|
-517,621
|
-93%
|
|
|
19
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$193K
|
-$130K
|
-25,349
|
-40%
|
|
|
20
|
CPWM LLC
Seattle,
Washington
|
$174K
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$169K
|
-$84K
|
-16,426
|
-33%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$149K
|
+$138K
|
+27,058
|
+1,169%
|
|
|
23
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$144K
|
–
|
–
|
–
|
|
|
24
|
PDS Planning
Dublin,
Ohio
|
$143K
|
–
|
–
|
–
|
|
|
25
|
|
$129K
|
-$100K
|
-19,622
|
-44%
|
|
