|
1
|
Shaker Financial Services
Arlington,
Virginia
|
$1.59M
|
+$915K
|
+83,823
|
+127%
|
|
|
2
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$794K
|
–
|
–
|
–
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$780K
|
+$13.9K
|
+1,275
|
+2%
|
|
|
4
|
NewEdge Advisors
New Orleans,
Louisiana
|
$530K
|
-$3.27K
|
-300
|
-0.6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$463K
|
+$116K
|
+10,595
|
+32%
|
|
|
6
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$447K
|
–
|
–
|
–
|
|
|
7
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$235K
|
-$3.16K
|
-290
|
-1%
|
|
|
8
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$195K
|
+$2.65K
|
+243
|
+1%
|
|
|
9
|
Wolverine Asset Management
Chicago,
Illinois
|
$195K
|
+$201K
|
+18,446
|
New
|
|
|
10
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$174K
|
-$993K
|
-91,037
|
-85%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$167K
|
+$1.04K
|
+95
|
+0.6%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$150K
|
+$155K
|
+14,182
|
New
|
|
|
13
|
|
$137K
|
-$70.2K
|
-6,430
|
-33%
|
|
|
14
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$131K
|
-$3.6K
|
-330
|
-3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$78.7K
|
+$3.08K
|
+282
|
+4%
|
|
|
16
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$33.8K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32K
|
–
|
–
|
–
|
|
|
18
|
Sandy Spring Bank
Olney,
Maryland
|
$24.6K
|
+$415
|
+38
|
+2%
|
|
|
19
|
CoreCap Advisors
Southfield,
Michigan
|
$7.43K
|
+$7.66K
|
+702
|
New
|
|
|
20
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.46K
|
–
|
–
|
–
|
|
|
21
|
Rothschild Investment LLC
Chicago,
Illinois
|
$3.95K
|
–
|
–
|
–
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$413
|
+$426
|
+39
|
New
|
|
|
23
|
Park Avenue Securities
New York
|
–
|
-$733K
|
-66,871
|
Closed
|
|
|
24
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$441K
|
-40,224
|
Closed
|
|
|
25
|
LPL Financial
San Diego,
California
|
–
|
-$195K
|
-17,823
|
Closed
|
|
