|
1
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$1.36M
|
+$343K
|
+158,965
|
+26%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$436K
|
+$300K
|
+138,799
|
+129%
|
|
|
3
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$411K
|
+$501K
|
+232,057
|
New
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$403K
|
-$77.8K
|
-36,006
|
-14%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$213K
|
+$11.9K
|
+5,520
|
+5%
|
|
|
6
|
|
$202K
|
-$267K
|
-123,579
|
-52%
|
|
|
7
|
Wealthfront Advisers
Palo Alto,
California
|
$84.1K
|
+$15.7K
|
+7,279
|
+18%
|
|
|
8
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$77K
|
+$1.94K
|
+900
|
+2%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$66.4K
|
+$2.38K
|
+1,104
|
+3%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$57K
|
+$14.3K
|
+6,622
|
+26%
|
|
|
11
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$42.4K
|
-$40K
|
-18,540
|
-44%
|
|
|
12
|
Navis Wealth Advisors
Rye Brook,
New York
|
$26K
|
–
|
–
|
–
|
|
|
13
|
Mutual Advisors
Omaha,
Nebraska
|
$21K
|
+$23.9K
|
+11,065
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18K
|
-$7.24K
|
-3,353
|
-25%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15K
|
+$562
|
+260
|
+3%
|
|
|
16
|
North Capital
Salt Lake City,
Utah
|
$12.4K
|
+$15.1K
|
+7,000
|
New
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.3K
|
-$354
|
-164
|
-3%
|
|
|
18
|
|
$9.1K
|
+$540
|
+250
|
+5%
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$6.77K
|
+$8.25K
|
+3,818
|
+76,360%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$6.09K
|
–
|
–
|
–
|
|
|
22
|
AllSquare Wealth Management
Albany,
New York
|
$5.58K
|
–
|
–
|
–
|
|
|
23
|
Centricity Wealth Management
Westerville,
Ohio
|
$3.66K
|
–
|
–
|
–
|
|
|
24
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$3.51K
|
–
|
–
|
–
|
|
|
25
|
Security National Bank
Omaha,
Nebraska
|
$3.45K
|
–
|
–
|
–
|
|
