|
1
|
Stifel Financial
St. Louis,
Missouri
|
$170M
|
-$1.05M
|
-21,473
|
-0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$30.5M
|
+$891K
|
+18,214
|
+3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$10.6M
|
+$220K
|
+4,496
|
+2%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.31M
|
-$166K
|
-3,398
|
-2%
|
|
|
5
|
|
$5.95M
|
-$232K
|
-4,742
|
-4%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.7M
|
+$478K
|
+9,780
|
+9%
|
|
|
7
|
Fort Point Capital Partners
San Francisco,
California
|
$4.74M
|
+$4.91M
|
+100,312
|
New
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$4.64M
|
+$4.38M
|
+89,581
|
+1,046%
|
|
|
9
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$4.56M
|
-$1.66M
|
-33,907
|
-26%
|
|
|
10
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$3.75M
|
-$207K
|
-4,227
|
-5%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.91M
|
+$230K
|
+4,704
|
+8%
|
|
|
12
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$2.81M
|
+$20.5K
|
+418
|
+0.7%
|
|
|
13
|
Longview Financial Advisors
Huntsville,
Alabama
|
$2.2M
|
-$68.9K
|
-1,409
|
-3%
|
|
|
14
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.05M
|
+$71.4K
|
+1,460
|
+3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.75M
|
+$111K
|
+2,262
|
+7%
|
|
|
16
|
Bingham Private Wealth
San Francisco,
California
|
$1.71M
|
-$25.3K
|
-518
|
-1%
|
|
|
17
|
Davis Investment Partners
Charlotte,
North Carolina
|
$1.68M
|
+$5.43K
|
+111
|
+0.3%
|
|
|
18
|
SFE Investment Counsel
Los Angeles,
California
|
$1.28M
|
-$128K
|
-2,626
|
-9%
|
|
|
19
|
Avantax Advisory Services
Dallas,
Texas
|
$1.17M
|
+$9.1K
|
+186
|
+0.8%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.14M
|
-$181K
|
-3,698
|
-13%
|
|
|
21
|
|
$1.11M
|
-$223K
|
-4,558
|
-16%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.06M
|
+$183K
|
+3,734
|
+20%
|
|
|
23
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$979K
|
–
|
–
|
–
|
|
|
24
|
Shade Tree Advisors
Saratoga Springs,
New York
|
$971K
|
–
|
–
|
–
|
|
|
25
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$953K
|
–
|
–
|
–
|
|
