|
1
|
Shaker Financial Services
Arlington,
Virginia
|
$1.53M
|
-$102K
|
-9,760
|
-7%
|
|
|
2
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$816K
|
-$3.88K
|
-371
|
-0.5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$782K
|
-$22.3K
|
-2,130
|
-3%
|
|
|
4
|
Park Avenue Securities
New York
|
$710K
|
+$679K
|
+64,926
|
New
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$524K
|
-$22.1K
|
-2,112
|
-4%
|
|
|
6
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$461K
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$317K
|
-$154K
|
-14,695
|
-34%
|
|
|
8
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$242K
|
–
|
–
|
–
|
|
|
9
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$207K
|
+$5.16K
|
+494
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$141K
|
-$30.3K
|
-2,901
|
-18%
|
|
|
11
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$134K
|
-$1.08K
|
-103
|
-0.8%
|
|
|
12
|
|
$132K
|
-$9.23K
|
-883
|
-7%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$121K
|
+$114K
|
+10,938
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$87K
|
+$5.48K
|
+524
|
+7%
|
|
|
15
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$38.3K
|
–
|
–
|
–
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$33K
|
–
|
–
|
–
|
|
|
17
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$25.8K
|
+$24.7K
|
+2,362
|
New
|
|
|
18
|
CoreCap Advisors
Southfield,
Michigan
|
$6.62K
|
-$1.01K
|
-97
|
-14%
|
|
|
19
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.6K
|
–
|
–
|
–
|
|
|
20
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.08K
|
–
|
–
|
–
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$1.89K
|
+$1.81K
|
+173
|
New
|
|
|
22
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$195K
|
-18,446
|
Closed
|
|
|
23
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$174K
|
-16,465
|
Closed
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$150K
|
-14,182
|
Closed
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$413
|
-39
|
Closed
|
|
