|
1
|
|
$2.53M
|
+$2.25M
|
+138,069
|
New
|
|
|
2
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$461K
|
+$411K
|
+25,171
|
New
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$459K
|
-$42.5K
|
-2,603
|
-9%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$434K
|
-$229K
|
-14,039
|
-37%
|
|
|
5
|
Beacon Pointe Advisors
Newport Beach,
California
|
$370K
|
-$9.14K
|
-560
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$271K
|
-$61.5K
|
-3,765
|
-20%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$249K
|
-$71.4K
|
-4,375
|
-24%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$218K
|
+$221K
|
+13,563
|
New
|
|
|
9
|
Mason Investment Advisory Services
Reston,
Virginia
|
$204K
|
-$176K
|
-10,802
|
-49%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$174K
|
-$137K
|
-8,396
|
-47%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$130K
|
-$60.6K
|
-3,714
|
-34%
|
|
|
12
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$107K
|
–
|
–
|
–
|
|
|
13
|
|
$89.6K
|
-$33
|
-2
|
-0%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$59.9K
|
+$24.3K
|
+1,491
|
+84%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$16.3K
|
-$29.9K
|
-1,830
|
-67%
|
|
|
16
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$6.92K
|
+$33
|
+2
|
+0.5%
|
|
|
17
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$3.2K
|
–
|
–
|
–
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.87K
|
–
|
–
|
–
|
|
|
19
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.17K
|
–
|
–
|
–
|
|
|
20
|
First Command Advisory Services
Fort Worth,
Texas
|
$640
|
–
|
–
|
–
|
|
|
21
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$132
|
+$114
|
+7
|
New
|
|
|
22
|
Endowment Wealth Management
Appleton,
Wisconsin
|
–
|
-$283K
|
-17,995
|
Closed
|
|
|
23
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$5.47K
|
-348
|
Closed
|
|
