|
1
|
|
$11.4M
|
+$2.24M
|
+107,183
|
+25%
|
|
|
2
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$6.66M
|
-$4.98M
|
-238,320
|
-43%
|
|
|
3
|
|
$6.31M
|
+$1.35M
|
+64,428
|
+27%
|
|
|
4
|
HighTower Advisors
Chicago,
Illinois
|
$6.15M
|
+$1.24M
|
+59,390
|
+25%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.97M
|
+$2.17M
|
+103,712
|
+57%
|
|
|
6
|
GM Advisory Group
Melville,
New York
|
$5.32M
|
+$5.3M
|
+253,561
|
New
|
|
|
7
|
Linscomb Wealth
Houston,
Texas
|
$3.35M
|
-$28.9K
|
-1,385
|
-0.9%
|
|
|
8
|
|
$2.9M
|
+$2.59M
|
+123,910
|
+824%
|
|
|
9
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.13M
|
+$224K
|
+10,745
|
+12%
|
|
|
10
|
Empirical Wealth Management
Seattle,
Washington
|
$2.01M
|
+$486K
|
+23,273
|
+32%
|
|
|
11
|
Bluefin Capital Management
New York
|
$2M
|
-$387K
|
-18,534
|
-16%
|
|
|
12
|
Evanston Advisors
Schaumburg,
Illinois
|
$1.59M
|
+$1.59M
|
+75,889
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.37M
|
-$1.08M
|
-51,907
|
-44%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.09M
|
+$1.09M
|
+52,294
|
New
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$915K
|
+$118K
|
+5,652
|
+15%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$686K
|
+$686K
|
+32,828
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$666K
|
+$666K
|
+31,864
|
New
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$651K
|
+$626K
|
+29,949
|
+2,455%
|
|
|
19
|
Tower Trust
Fort Wayne,
Indiana
|
$391K
|
+$110K
|
+5,260
|
+39%
|
|
|
20
|
Legacy Private Trust
Neenah,
Wisconsin
|
$389K
|
+$389K
|
+18,605
|
New
|
|
|
21
|
Cadence Bank NA
Houston,
Texas
|
$215K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$144K
|
+$35.1K
|
+1,680
|
+32%
|
|
|
23
|
Gradient Investments
Arden Hills,
Minnesota
|
$127K
|
+$43.8K
|
+2,095
|
+53%
|
|
|
24
|
Lehman Financial Resources
Media,
Pennsylvania
|
$101K
|
+$50.2K
|
+2,405
|
+99%
|
|
|
25
|
Parasol Investment Management
Westmont,
Illinois
|
$53K
|
+$28K
|
+1,340
|
+112%
|
|
