|
1
|
Boothe Investment Group
Dover,
Delaware
|
$29.6M
|
+$732K
|
+15,776
|
+3%
|
|
|
2
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$17.6M
|
+$5.31M
|
+114,428
|
+43%
|
|
|
3
|
Whitney & Co
Rochester,
New York
|
$16.5M
|
+$357K
|
+7,700
|
+2%
|
|
|
4
|
Congress Wealth Management
Boston,
Massachusetts
|
$12.5M
|
+$1.59M
|
+34,183
|
+14%
|
|
|
5
|
Pinnacle Wealth Management
Roseville,
California
|
$8.19M
|
+$8.23M
|
+177,349
|
New
|
|
|
6
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$8.1M
|
+$856K
|
+18,449
|
+12%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$7.94M
|
+$7.97M
|
+171,876
|
New
|
|
|
8
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.55M
|
+$278K
|
+5,998
|
+4%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.53M
|
+$4.88M
|
+105,140
|
+290%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.92M
|
+$5.89M
|
+126,973
|
+10,382%
|
|
|
11
|
Landmark Wealth Management (New York)
Melville,
New York
|
$4.76M
|
+$171K
|
+3,692
|
+4%
|
|
|
12
|
|
$2.44M
|
+$2.2M
|
+47,326
|
+873%
|
|
|
13
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.07M
|
-$8.77M
|
-189,048
|
-81%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$1.54M
|
+$451K
|
+9,732
|
+41%
|
|
|
15
|
Beaumont Capital Management
Boston,
Massachusetts
|
$1.46M
|
+$1.47M
|
+31,632
|
New
|
|
|
16
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.11M
|
+$38.2K
|
+823
|
+4%
|
|
|
17
|
Fortress Wealth Management
Culver City,
California
|
$878K
|
-$324K
|
-6,988
|
-27%
|
|
|
18
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$783K
|
+$786K
|
+16,947
|
New
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$753K
|
+$499K
|
+10,754
|
+194%
|
|
|
20
|
Tidal Investments
Milwaukee,
Wisconsin
|
$606K
|
-$2.27K
|
-49
|
-0.4%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$568K
|
+$571K
|
+12,303
|
New
|
|
|
22
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$505K
|
-$32.5K
|
-700
|
-6%
|
|
|
23
|
Axxcess Wealth Management
Carlsbad,
California
|
$478K
|
+$480K
|
+10,348
|
New
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$473K
|
-$3.67K
|
-79
|
-0.8%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$449K
|
-$4.17K
|
-90
|
-0.9%
|
|
