|
1
|
|
$25.8M
|
-$1M
|
-25,619
|
-4%
|
|
|
2
|
Financial Engines Advisors
Santa Clara,
California
|
$4.5M
|
+$12.3K
|
+314
|
+0.3%
|
|
|
3
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$3.07M
|
+$2.88M
|
+73,391
|
New
|
|
|
4
|
Rockefeller Capital Management
New York
|
$2.78M
|
–
|
–
|
–
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.34M
|
-$5.5M
|
-140,257
|
-72%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.28M
|
-$16.8K
|
-430
|
-0.8%
|
|
|
7
|
|
$2.11M
|
+$1.97M
|
+50,336
|
New
|
|
|
8
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.92M
|
-$84K
|
-2,144
|
-4%
|
|
|
9
|
Old Mission Capital
Chicago,
Illinois
|
$1.39M
|
-$2.32M
|
-59,241
|
-64%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.28M
|
-$56.9K
|
-1,453
|
-5%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$568K
|
-$33K
|
-841
|
-6%
|
|
|
12
|
Bailard
Foster City,
California
|
$539K
|
-$39
|
-1
|
-0%
|
|
|
13
|
Tortoise Investment Management
White Plains,
New York
|
$523K
|
-$15.4K
|
-394
|
-3%
|
|
|
14
|
Modera Wealth Management
Westwood,
New Jersey
|
$478K
|
–
|
–
|
–
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$473K
|
-$22.8K
|
-581
|
-5%
|
|
|
16
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$433K
|
-$7.6K
|
-194
|
-2%
|
|
|
17
|
rebel Financial
Groveport,
Ohio
|
$414K
|
-$383K
|
-9,777
|
Closed
|
|
|
18
|
|
$409K
|
+$384K
|
+9,789
|
New
|
|
|
19
|
Boyd Wealth Management
Sacramento,
California
|
$384K
|
+$359K
|
+9,173
|
New
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$323K
|
-$63.2K
|
-1,613
|
-17%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$296K
|
-$48.1K
|
-1,227
|
-15%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$256K
|
-$135K
|
-3,453
|
-36%
|
|
|
23
|
|
$207K
|
-$258K
|
-6,597
|
-57%
|
|
|
24
|
First National Corp
Rockland,
Massachusetts
|
$206K
|
+$192K
|
+4,889
|
New
|
|
|
25
|
William Mack & Associates
Troy,
Michigan
|
$201K
|
+$188K
|
+4,803
|
New
|
|
