|
1
|
|
$18M
|
-$5.31M
|
-578,912
|
-21%
|
|
|
2
|
KWMG LLC
Overland Park,
Kansas
|
$4.6M
|
-$1.18M
|
-129,057
|
-19%
|
|
|
3
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.12M
|
-$172K
|
-18,735
|
-5%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.7M
|
+$1.12M
|
+121,998
|
+157%
|
|
|
5
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
$1.53M
|
-$2.19M
|
-238,959
|
-57%
|
|
|
6
|
Wealthspire Advisors (New York)
New York
|
$1.19M
|
-$4.76K
|
-519
|
-0.4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
+$50.4K
|
+5,500
|
+4%
|
|
|
8
|
Old Mission Capital
Chicago,
Illinois
|
$1.06M
|
+$695K
|
+75,786
|
+155%
|
|
|
9
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$946K
|
+$19.2K
|
+2,100
|
+2%
|
|
|
10
|
Sutton Wealth Advisors
Tampa,
Florida
|
$896K
|
-$6.63K
|
-723
|
-0.7%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$837K
|
-$10.5K
|
-1,141
|
-1%
|
|
|
12
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$831K
|
+$449
|
+49
|
+0.1%
|
|
|
13
|
DZ Bank
Frankfurt Am Main,
Germany
|
$615K
|
-$499K
|
-54,400
|
-43%
|
|
|
14
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$514K
|
-$1.14M
|
-124,550
|
-68%
|
|
|
15
|
First National Trust
Hermitage,
Pennsylvania
|
$502K
|
–
|
–
|
–
|
|
|
16
|
Sepio Capital
Salt Lake City,
Utah
|
$440K
|
–
|
–
|
–
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$334K
|
-$11.5K
|
-1,252
|
-3%
|
|
|
18
|
Addison Advisors
Middlebury,
Vermont
|
$305K
|
-$35.5K
|
-3,869
|
-10%
|
|
|
19
|
CPWM LLC
Seattle,
Washington
|
$291K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$291K
|
+$231K
|
+25,239
|
+279%
|
|
|
21
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$284K
|
–
|
–
|
–
|
|
|
22
|
|
$281K
|
-$2.68M
|
-292,040
|
-90%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$257K
|
+$4.58K
|
+500
|
+2%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$238K
|
-$26.7K
|
-2,918
|
-9%
|
|
|
25
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$221K
|
+$82.3K
|
+8,977
|
+53%
|
|
