|
1
|
DZ Bank
Frankfurt Am Main,
Germany
|
$557M
|
–
|
–
|
–
|
|
|
2
|
|
$23.6M
|
-$3.81M
|
-473,999
|
-15%
|
|
|
3
|
KWMG LLC
Overland Park,
Kansas
|
$5.88M
|
-$211K
|
-26,203
|
-4%
|
|
|
4
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$3.67M
|
+$3.37M
|
+418,950
|
New
|
|
|
5
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.38M
|
+$2.49M
|
+310,090
|
+412%
|
|
|
6
|
|
$2.85M
|
-$1.49M
|
-184,946
|
-36%
|
|
|
7
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.63M
|
+$2.41M
|
+299,598
|
New
|
|
|
8
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.61M
|
+$136K
|
+16,900
|
+10%
|
|
|
9
|
First Quadrant
Glendale,
California
|
$1.37M
|
-$497K
|
-61,789
|
-28%
|
|
|
10
|
Wealthspire Advisors (New York)
New York
|
$1.23M
|
-$47.7K
|
-5,929
|
-4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.13M
|
-$78.8K
|
-9,800
|
-7%
|
|
|
12
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$958K
|
–
|
–
|
–
|
|
|
13
|
Sutton Wealth Advisors
Tampa,
Florida
|
$930K
|
-$31.5K
|
-3,920
|
-4%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$873K
|
+$206K
|
+25,633
|
+35%
|
|
|
15
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$857K
|
+$197K
|
+24,438
|
+33%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$683K
|
-$341K
|
-42,387
|
-35%
|
|
|
17
|
First National Trust
Hermitage,
Pennsylvania
|
$518K
|
–
|
–
|
–
|
|
|
18
|
Sepio Capital
Salt Lake City,
Utah
|
$454K
|
–
|
–
|
–
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$428K
|
-$73.6K
|
-9,146
|
-16%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$378K
|
+$72.6K
|
+9,030
|
+29%
|
|
|
21
|
Addison Advisors
Middlebury,
Vermont
|
$349K
|
–
|
–
|
–
|
|
|
22
|
CPWM LLC
Seattle,
Washington
|
$301K
|
–
|
–
|
–
|
|
|
23
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$298K
|
–
|
–
|
–
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$271K
|
+$14.6K
|
+1,821
|
+6%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$260K
|
+$239K
|
+29,701
|
New
|
|
