|
1
|
|
$4.74M
|
+$2.26M
|
+99,876
|
+80%
|
|
|
2
|
|
$3.03M
|
+$78.1K
|
+3,449
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$2.78M
|
-$188K
|
-8,292
|
-6%
|
|
|
4
|
Banta Asset Management
Newport Beach,
California
|
$1.78M
|
+$132K
|
+5,850
|
+7%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$861K
|
+$922K
|
+40,730
|
New
|
|
|
6
|
Cetera Advisors
Denver,
Colorado
|
$754K
|
+$30.9K
|
+1,365
|
+4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$590K
|
+$91.7K
|
+4,051
|
+17%
|
|
|
8
|
WrapManager Inc
Mill Valley,
California
|
$515K
|
-$23
|
-1
|
-0%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$511K
|
+$31.3K
|
+1,383
|
+6%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$510K
|
+$90K
|
+3,976
|
+20%
|
|
|
11
|
4Thought Financial Group
Syosset,
New York
|
$491K
|
-$33.5K
|
-1,478
|
-6%
|
|
|
12
|
Straight Path Wealth Management
Jenison,
Michigan
|
$461K
|
+$133K
|
+5,883
|
+37%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$429K
|
+$18.8K
|
+831
|
+4%
|
|
|
14
|
Empirical Wealth Management
Seattle,
Washington
|
$416K
|
+$14.7K
|
+650
|
+3%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$378K
|
+$88.6K
|
+3,914
|
+28%
|
|
|
16
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$295K
|
-$28K
|
-1,238
|
-8%
|
|
|
17
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$249K
|
–
|
–
|
–
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$224K
|
+$22.6K
|
+1,000
|
+10%
|
|
|
19
|
Gradient Investments
Arden Hills,
Minnesota
|
$58K
|
-$77.3K
|
-3,413
|
-56%
|
|
|
20
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$53K
|
+$56.6K
|
+2,500
|
New
|
|
|
21
|
Horizons Wealth Management
Asheville,
North Carolina
|
$34K
|
+$33.8K
|
+1,492
|
New
|
|
|
22
|
Key Financial Inc
West Chester,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$8K
|
+$9.08K
|
+401
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.54M
|
-105,873
|
Closed
|
|
|
25
|
Flow Traders U.S.
New York
|
–
|
-$2.11M
|
-87,775
|
Closed
|
|
