|
1
|
Bank of America
Charlotte,
North Carolina
|
$2.65M
|
-$39.9K
|
-1,833
|
-1%
|
|
|
2
|
Harrison & Co Wealth Management
Roanoke,
Virginia
|
$2.15M
|
+$2.29M
|
+105,136
|
New
|
|
|
3
|
Flow Traders U.S.
New York
|
$1.71M
|
+$1.82M
|
+83,451
|
New
|
|
|
4
|
Banta Asset Management
Newport Beach,
California
|
$1.68M
|
-$43.6K
|
-2,000
|
-2%
|
|
|
5
|
|
$1.6M
|
-$3.19M
|
-146,254
|
-65%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.23M
|
+$783K
|
+35,953
|
+149%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$1.1M
|
+$783K
|
+35,941
|
+201%
|
|
|
8
|
|
$1.03M
|
+$1.1M
|
+50,447
|
New
|
|
|
9
|
Cetera Advisors
Denver,
Colorado
|
$1.03M
|
+$316K
|
+14,493
|
+41%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$890K
|
+$59.1K
|
+2,712
|
+7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$773K
|
+$295K
|
+13,541
|
+56%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$676K
|
+$111K
|
+5,106
|
+18%
|
|
|
13
|
Straight Path Wealth Management
Jenison,
Michigan
|
$542K
|
+$101K
|
+4,650
|
+21%
|
|
|
14
|
|
$509K
|
-$2.58M
|
-118,549
|
-83%
|
|
|
15
|
WrapManager Inc
Mill Valley,
California
|
$498K
|
-$545
|
-25
|
-0.1%
|
|
|
16
|
4Thought Financial Group
Syosset,
New York
|
$477K
|
+$828
|
+38
|
+0.2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$433K
|
+$18.1K
|
+829
|
+4%
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$379K
|
-$25.8K
|
-1,185
|
-6%
|
|
|
19
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$322K
|
+$343K
|
+15,722
|
New
|
|
|
20
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$291K
|
+$5.86K
|
+269
|
+2%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$285K
|
+$71.7K
|
+3,289
|
+31%
|
|
|
22
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$242K
|
–
|
–
|
–
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$51K
|
–
|
–
|
–
|
|
|
24
|
Gradient Investments
Arden Hills,
Minnesota
|
$40K
|
-$17.3K
|
-793
|
-29%
|
|
|
25
|
Horizons Wealth Management
Asheville,
North Carolina
|
$31K
|
–
|
–
|
–
|
|
