|
1
|
|
$16.8M
|
-$5.37M
|
-244,889
|
-25%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$3.58M
|
+$353K
|
+16,090
|
+12%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.9M
|
+$395K
|
+18,030
|
+17%
|
|
|
4
|
Corrigan Financial
Middletown,
Rhode Island
|
$2.73M
|
-$2.89M
|
-131,884
|
-53%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.95M
|
-$130K
|
-5,911
|
-7%
|
|
|
6
|
VSR Financial Services
Overland Park,
Kansas
|
$1.7M
|
+$50.9K
|
+2,320
|
+3%
|
|
|
7
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.12M
|
-$14.3K
|
-653
|
-1%
|
|
|
8
|
Virtu KCG Holdings
New York
|
$696K
|
+$658K
|
+30,010
|
New
|
|
|
9
|
Cleary Gull Holdings
Milwaukee,
Wisconsin
|
$615K
|
+$19.1K
|
+870
|
+3%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$467K
|
-$6.49K
|
-296
|
-1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$345K
|
+$326K
|
+14,878
|
New
|
|
|
12
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$324K
|
-$231K
|
-10,525
|
-43%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$297K
|
+$280K
|
+12,780
|
New
|
|
|
14
|
|
$291K
|
+$275K
|
+12,546
|
New
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$284K
|
+$21.2K
|
+967
|
+9%
|
|
|
16
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$253K
|
+$7.13K
|
+325
|
+3%
|
|
|
17
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$207K
|
-$1.26M
|
-57,414
|
-87%
|
|
|
18
|
MSI Financial Services
Springfield,
Massachusetts
|
$56K
|
+$53K
|
+2,417
|
New
|
|
|
19
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
20
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$8K
|
-$36K
|
-1,642
|
-82%
|
|
|
21
|
IFP Advisors
Tampa,
Florida
|
$1K
|
-$12.3K
|
-559
|
-93%
|
|
|
22
|
Crosspoint Capital Strategies
Orinda,
California
|
–
|
-$1.34M
|
-50,472
|
Closed
|
|
|
23
|
Brinker Capital
Berwyn,
Pennsylvania
|
–
|
-$871K
|
-39,159
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$656K
|
-29,498
|
Closed
|
|
|
25
|
|
–
|
-$214K
|
-9,600
|
Closed
|
|
