|
1
|
Shaker Financial Services
Arlington,
Virginia
|
$1.26M
|
-$310K
|
-27,877
|
-20%
|
|
|
2
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$837K
|
-$100
|
-9
|
-0%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$824K
|
+$21.9K
|
+1,969
|
+3%
|
|
|
4
|
Park Avenue Securities
New York
|
$697K
|
-$31.1K
|
-2,802
|
-4%
|
|
|
5
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$646K
|
+$171K
|
+15,401
|
+37%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$541K
|
+$3.33K
|
+300
|
+0.6%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$342K
|
+$339K
|
+30,516
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$317K
|
-$7.78K
|
-700
|
-2%
|
|
|
9
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$249K
|
–
|
–
|
–
|
|
|
10
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$216K
|
+$3.81K
|
+343
|
+2%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$163K
|
+$161K
|
+14,492
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$144K
|
–
|
–
|
–
|
|
|
13
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$137K
|
-$633
|
-57
|
-0.5%
|
|
|
14
|
|
$129K
|
-$5.81K
|
-523
|
-4%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$126K
|
+$1.75K
|
+157
|
+1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$92.8K
|
+$3.94K
|
+355
|
+4%
|
|
|
17
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$39.3K
|
–
|
–
|
–
|
|
|
18
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$26.9K
|
+$433
|
+39
|
+2%
|
|
|
19
|
Kilter Group
Rhinebeck,
New York
|
$12.9K
|
+$12.8K
|
+1,152
|
New
|
|
|
20
|
CoreCap Advisors
Southfield,
Michigan
|
$7.37K
|
+$578
|
+52
|
+9%
|
|
|
21
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.76K
|
–
|
–
|
–
|
|
|
22
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.18K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$33K
|
-3,000
|
Closed
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$1.89K
|
-173
|
Closed
|
|
