|
1
|
Penserra Capital Management
Orinda,
California
|
$26.5M
|
+$4.47M
|
+95,906
|
+21%
|
|
|
2
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$14.5M
|
+$14.2M
|
+304,017
|
New
|
|
|
3
|
Lantz Financial
Naperville,
Illinois
|
$13.2M
|
-$143K
|
-3,079
|
-1%
|
|
|
4
|
|
$10.1M
|
+$21.8K
|
+468
|
+0.2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.81M
|
+$2.17M
|
+46,536
|
+34%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.04M
|
-$654K
|
-14,036
|
-9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.56M
|
-$480K
|
-10,294
|
-7%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$5M
|
+$137K
|
+2,943
|
+3%
|
|
|
9
|
McAlister Sweet & Associates
Houston,
Texas
|
$3.85M
|
–
|
–
|
–
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.72M
|
-$172K
|
-3,690
|
-5%
|
|
|
11
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.82M
|
-$1.17K
|
-25
|
-0%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.69M
|
-$116K
|
-2,481
|
-4%
|
|
|
13
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$2.58M
|
–
|
–
|
–
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.42M
|
-$1.12M
|
-24,005
|
-32%
|
|
|
15
|
Old Mission Capital
Chicago,
Illinois
|
$2.22M
|
+$1.57M
|
+33,697
|
+263%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$1.84M
|
-$657K
|
-14,109
|
-27%
|
|
|
17
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.8M
|
–
|
–
|
–
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$1.76M
|
+$564K
|
+12,095
|
+49%
|
|
|
19
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.69M
|
-$29.2K
|
-627
|
-2%
|
|
|
20
|
Integral Investment Advisors
Turlock,
California
|
$1.69M
|
–
|
–
|
–
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.65M
|
-$21.3K
|
-458
|
-1%
|
|
|
22
|
Buska Wealth Management
Wausau,
Wisconsin
|
$1.6M
|
-$438K
|
-9,389
|
-22%
|
|
|
23
|
Snowden Capital Advisors
New York
|
$1.58M
|
–
|
–
|
–
|
|
|
24
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.52M
|
-$199K
|
-4,276
|
-12%
|
|
|
25
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.5M
|
–
|
–
|
–
|
|
