|
1
|
Private Wealth Strategies
New Albany,
Ohio
|
$33.7M
|
-$1.48M
|
-52,848
|
-4%
|
|
|
2
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$25.4M
|
-$612K
|
-21,841
|
-3%
|
|
|
3
|
|
$7.18M
|
+$2.25M
|
+80,407
|
+50%
|
|
|
4
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.73M
|
-$3.64M
|
-130,069
|
-59%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.61M
|
+$1.1M
|
+39,397
|
+272%
|
|
|
6
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.12M
|
-$200K
|
-7,143
|
-16%
|
|
|
7
|
Citadel Advisors
Miami,
Florida
|
$1.05M
|
-$189K
|
-6,749
|
-16%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.02M
|
-$2.26M
|
-80,594
|
-70%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$934K
|
-$886K
|
-31,648
|
-50%
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$831K
|
+$464K
|
+16,553
|
+146%
|
|
|
11
|
Signet Financial Management
Parsippany,
New Jersey
|
$830K
|
-$87.9K
|
-3,139
|
-11%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$692K
|
-$69.2K
|
-2,471
|
-10%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$656K
|
+$89.3K
|
+3,190
|
+17%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$579K
|
+$3.84K
|
+137
|
+0.7%
|
|
|
15
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$478K
|
-$91K
|
-3,249
|
-17%
|
|
|
16
|
RFG Advisory
Birmingham,
Alabama
|
$444K
|
+$37.6K
|
+1,344
|
+10%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$440K
|
–
|
–
|
–
|
|
|
18
|
LPL Financial
San Diego,
California
|
$383K
|
+$51K
|
+1,821
|
+17%
|
|
|
19
|
Tower Research Capital (TRC)
New York
|
$260K
|
-$957K
|
-34,159
|
-80%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$218K
|
-$72.9K
|
-2,602
|
-26%
|
|
|
21
|
Insight Wealth Strategies
San Ramon,
California
|
$211K
|
+$198K
|
+7,058
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$172K
|
-$49.8K
|
-1,778
|
-24%
|
|
|
23
|
|
$163K
|
+$153K
|
+5,479
|
New
|
|
|
24
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$93K
|
–
|
–
|
–
|
|
|
25
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$75K
|
-$14K
|
-500
|
-17%
|
|
