|
1
|
|
$21.5M
|
+$4.31M
|
+186,108
|
+24%
|
|
|
2
|
Corrigan Financial
Middletown,
Rhode Island
|
$5.55M
|
+$5.78M
|
+249,543
|
New
|
|
|
3
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$5.45M
|
+$473K
|
+20,405
|
+501%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.07M
|
-$583K
|
-25,190
|
-15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$2.38M
|
-$975K
|
-42,106
|
-28%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2M
|
-$3.83M
|
-165,269
|
-65%
|
|
|
7
|
VSR Financial Services
Overland Park,
Kansas
|
$1.58M
|
+$138K
|
+5,953
|
+9%
|
|
|
8
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.48M
|
+$1.54M
|
+66,341
|
New
|
|
|
9
|
Crosspoint Capital Strategies
Orinda,
California
|
$1.34M
|
+$1.17M
|
+50,472
|
New
|
|
|
10
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.09M
|
-$150K
|
-6,497
|
-12%
|
|
|
11
|
Brinker Capital
Berwyn,
Pennsylvania
|
$871K
|
+$907K
|
+39,159
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$656K
|
-$256K
|
-11,072
|
-27%
|
|
|
13
|
Cleary Gull Holdings
Milwaukee,
Wisconsin
|
$570K
|
+$70.4K
|
+3,039
|
+13%
|
|
|
14
|
Callan Capital
La Jolla,
California
|
$454K
|
+$23
|
+1
|
+0%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$252K
|
-$103K
|
-4,433
|
-28%
|
|
|
16
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$235K
|
+$245K
|
+10,574
|
New
|
|
|
17
|
|
$214K
|
–
|
–
|
–
|
|
|
18
|
Colony Group
Boston,
Massachusetts
|
$98K
|
-$365K
|
-15,751
|
-78%
|
|
|
19
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$45K
|
–
|
–
|
–
|
|
|
20
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$39K
|
–
|
–
|
–
|
|
|
21
|
LBA Wealth Management
Jacksonville,
Florida
|
$15K
|
+$15.8K
|
+684
|
New
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$13K
|
+$13.9K
|
+600
|
New
|
|
|
23
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$10.7M
|
-469,943
|
Closed
|
|
|
24
|
|
–
|
-$1.6M
|
-70,511
|
Closed
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$885K
|
-39,026
|
Closed
|
|
