|
1
|
Penserra Capital Management
Orinda,
California
|
$15.3M
|
+$2.02M
|
+47,499
|
+15%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.43M
|
-$344K
|
-8,070
|
-6%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.43M
|
-$599K
|
-14,069
|
-12%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$4.25M
|
+$4.2M
|
+98,580
|
New
|
|
|
5
|
My Personal CFO LLC
Vancouver,
Washington
|
$3.19M
|
–
|
–
|
–
|
|
|
6
|
William Blair & Company
Chicago,
Illinois
|
$3.19M
|
–
|
–
|
–
|
|
|
7
|
Bellwether Advisors
Lincoln,
Nebraska
|
$2.94M
|
–
|
–
|
–
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.84M
|
-$262K
|
-6,164
|
-9%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$2.79M
|
-$82.7K
|
-1,941
|
-3%
|
|
|
10
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.42M
|
-$12.5K
|
-294
|
-0.5%
|
|
|
11
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$2.08M
|
-$614K
|
-14,413
|
-23%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.6M
|
+$526K
|
+12,352
|
+50%
|
|
|
13
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.51M
|
-$96.4K
|
-2,265
|
-6%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.5M
|
-$45.3K
|
-1,064
|
-3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.44M
|
-$610K
|
-14,315
|
-30%
|
|
|
16
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1.42M
|
-$154K
|
-3,618
|
-10%
|
|
|
17
|
Macroview Investment Management
Bethesda,
Maryland
|
$1.35M
|
-$11.3K
|
-266
|
-0.8%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$1.25M
|
-$67.7K
|
-1,590
|
-5%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$1.22M
|
+$321K
|
+7,545
|
+36%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.21M
|
-$7.75K
|
-182
|
-0.6%
|
|
|
21
|
Berkshire Money Management
Dalton,
Massachusetts
|
$1.15M
|
–
|
–
|
–
|
|
|
22
|
FSA Advisors
Troy,
Michigan
|
$1.12M
|
-$9.07K
|
-213
|
-0.8%
|
|
|
23
|
Integral Investment Advisors
Turlock,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$1.01M
|
-$37.7K
|
-885
|
-4%
|
|
|
25
|
TownSquare Capital
Provo,
Utah
|
$1M
|
-$340K
|
-7,987
|
-26%
|
|
