|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.9M
|
+$328K
|
+5,411
|
+2%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$21.4M
|
+$89.4K
|
+1,474
|
+0.4%
|
|
|
3
|
|
$10.4M
|
+$155K
|
+2,560
|
+2%
|
|
|
4
|
Ironwood Financial
Tucson,
Arizona
|
$4.04M
|
+$870K
|
+14,333
|
+28%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.67M
|
+$147K
|
+2,420
|
+4%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$2.51M
|
+$1.14M
|
+18,825
|
+85%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.31M
|
-$315K
|
-5,192
|
-12%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.01M
|
-$110K
|
-1,813
|
-5%
|
|
|
9
|
Davidson Investment Advisors
Great Falls,
Montana
|
$1.99M
|
+$555K
|
+9,140
|
+39%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$1.9M
|
-$332K
|
-5,465
|
-15%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.83M
|
-$60.9K
|
-1,003
|
-3%
|
|
|
12
|
Norway Savings Bank
Portland,
Maine
|
$1.63M
|
-$910
|
-15
|
-0.1%
|
|
|
13
|
Cerity Partners OCIO
New York
|
$1.55M
|
-$231K
|
-3,811
|
-13%
|
|
|
14
|
Cetera Advisors
Denver,
Colorado
|
$1.41M
|
+$33.9K
|
+559
|
+2%
|
|
|
15
|
John W. Brooker & Co
Oakland,
California
|
$1.39M
|
-$23.5K
|
-387
|
-2%
|
|
|
16
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.27M
|
+$18.1K
|
+299
|
+1%
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.19M
|
–
|
–
|
–
|
|
|
18
|
WESCAP Management Group
Glendale,
California
|
$779K
|
–
|
–
|
–
|
|
|
19
|
SeaCrest Wealth Management
Purchase,
New York
|
$741K
|
+$470K
|
+7,750
|
+177%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$691K
|
-$4.99M
|
-82,198
|
-88%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$542K
|
-$1.19M
|
-19,595
|
-69%
|
|
|
22
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$470K
|
+$467K
|
+7,700
|
New
|
|
|
23
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$444K
|
-$73.6K
|
-1,213
|
-14%
|
|
|
24
|
Elmwood Wealth Management
Berkeley,
California
|
$375K
|
–
|
–
|
–
|
|
|
25
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$358K
|
-$9.34K
|
-154
|
-3%
|
|
