|
1
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
+$3.18M
|
+146,416
|
+50%
|
|
|
2
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$7.58M
|
+$519K
|
+23,887
|
+8%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$5.64M
|
+$44.3K
|
+2,038
|
+0.8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.15M
|
+$1.9M
|
+87,502
|
+64%
|
|
|
5
|
|
$2.81M
|
-$200K
|
-9,217
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$2.8M
|
+$486K
|
+22,364
|
+22%
|
|
|
7
|
Solstein Capital
Menlo Park,
California
|
$2.21M
|
+$439K
|
+20,187
|
+26%
|
|
|
8
|
Risk Paradigm Group
Austin,
Texas
|
$1.9M
|
+$1.8M
|
+82,992
|
New
|
|
|
9
|
|
$1.9M
|
+$195K
|
+8,972
|
+12%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.79M
|
+$1.2M
|
+55,035
|
+241%
|
|
|
11
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.78M
|
-$39.5K
|
-1,820
|
-2%
|
|
|
12
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.46M
|
–
|
–
|
–
|
|
|
13
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.43M
|
-$18.9K
|
-870
|
-1%
|
|
|
14
|
Leo Wealth LLC
Hurst,
Texas
|
$1.36M
|
+$1.29M
|
+59,447
|
New
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$1.35M
|
+$531K
|
+24,431
|
+71%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$1.04M
|
+$159K
|
+7,310
|
+19%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$728K
|
+$329K
|
+15,161
|
+91%
|
|
|
18
|
Insigneo Advisory Services
Miami,
Florida
|
$719K
|
–
|
–
|
–
|
|
|
19
|
Camelot Technology Advisors
San Francisco,
California
|
$703K
|
-$6.28K
|
-289
|
-0.9%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$701K
|
-$138K
|
-6,368
|
-17%
|
|
|
21
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$611K
|
+$478
|
+22
|
+0.1%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$585K
|
-$150K
|
-6,918
|
-21%
|
|
|
23
|
Davis Investment Partners
Charlotte,
North Carolina
|
$509K
|
–
|
–
|
–
|
|
|
24
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$500K
|
-$143K
|
-6,600
|
-23%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$500K
|
-$203K
|
-9,324
|
-30%
|
|
