|
1
|
Victory Capital Management
San Antonio,
Texas
|
$82.2M
|
-$2.26M
|
-34,470
|
-3%
|
|
|
2
|
Trilogy Capital
Irvine,
California
|
$15M
|
+$495K
|
+7,560
|
+3%
|
|
|
3
|
Charles Schwab
San Francisco,
California
|
$9.61M
|
-$3.45M
|
-52,630
|
-26%
|
|
|
4
|
EWG Elevate
Roseville,
California
|
$1.83M
|
+$90.6K
|
+1,383
|
+5%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.53M
|
-$200K
|
-3,050
|
-11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$421K
|
-$43K
|
-657
|
-9%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$309K
|
+$38.7K
|
+591
|
+14%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$222K
|
-$81.2K
|
-1,240
|
-26%
|
|
|
9
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$217K
|
–
|
–
|
–
|
|
|
10
|
Horan Securities
Cincinnati,
United States
|
$143K
|
-$15K
|
-229
|
-9%
|
|
|
11
|
|
$109K
|
+$65.1K
|
+994
|
+138%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$77K
|
-$246K
|
-3,758
|
-76%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.5K
|
-$106K
|
-1,616
|
-74%
|
|
|
14
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$30K
|
–
|
–
|
–
|
|
|
15
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$22.3K
|
+$22.9K
|
+350
|
New
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$10.2K
|
–
|
–
|
–
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6.56K
|
–
|
–
|
–
|
|
|
18
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3.73K
|
–
|
–
|
–
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$214K
|
-3,393
|
Closed
|
|
|
20
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
–
|
-$56.1K
|
-891
|
Closed
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$1.57K
|
-25
|
Closed
|
|
|
22
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$63
|
-1
|
Closed
|
|
