|
1
|
GM Advisory Group
Melville,
New York
|
$7.92M
|
+$7.86M
|
+376,680
|
New
|
|
|
2
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7.6M
|
+$7.59M
|
+364,025
|
New
|
|
|
3
|
|
$7.23M
|
+$2M
|
+95,641
|
+38%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$4.84M
|
-$15.7K
|
-753
|
-0.3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$4.81M
|
+$956K
|
+45,809
|
+25%
|
|
|
6
|
|
$4.24M
|
+$2.09M
|
+100,012
|
+97%
|
|
|
7
|
Raub Brock Capital Management
Larkspur,
California
|
$3.36M
|
+$620K
|
+29,705
|
+23%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$3.27M
|
-$88.2K
|
-4,228
|
-3%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.32M
|
+$1.77M
|
+84,849
|
+321%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.25M
|
+$2.25M
|
+107,683
|
New
|
|
|
11
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.12M
|
+$225K
|
+10,794
|
+12%
|
|
|
12
|
Empirical Wealth Management
Seattle,
Washington
|
$2.01M
|
+$542K
|
+25,974
|
+37%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.8M
|
+$1.37M
|
+65,853
|
+324%
|
|
|
14
|
Bluefin Capital Management
New York
|
$1.3M
|
-$577K
|
-27,663
|
-31%
|
|
|
15
|
ACG Wealth
Atlanta,
Georgia
|
$737K
|
+$4.8K
|
+230
|
+0.7%
|
|
|
16
|
|
$386K
|
-$345K
|
-16,552
|
-47%
|
|
|
17
|
Tower Trust
Fort Wayne,
Indiana
|
$380K
|
+$110K
|
+5,273
|
+41%
|
|
|
18
|
Cadence Bank NA
Houston,
Texas
|
$375K
|
–
|
–
|
–
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$353K
|
+$353K
|
+16,903
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$333K
|
+$332K
|
+15,933
|
New
|
|
|
21
|
|
$276K
|
-$2.67M
|
-127,872
|
-91%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$247K
|
-$6.63K
|
-318
|
-3%
|
|
|
23
|
Lehman Financial Resources
Media,
Pennsylvania
|
$101K
|
+$50.2K
|
+2,405
|
+98%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$35K
|
+$35K
|
+1,680
|
New
|
|
|
25
|
Gradient Investments
Arden Hills,
Minnesota
|
$29K
|
-$17.1K
|
-820
|
-37%
|
|
