|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$35.1M
|
-$822K
|
-9,347
|
-2%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$34M
|
-$945K
|
-10,750
|
-3%
|
|
|
3
|
|
$19.4M
|
-$254K
|
-2,890
|
-1%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$18.6M
|
+$9.22M
|
+104,847
|
+102%
|
|
|
5
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$16.9M
|
+$16.6M
|
+189,029
|
New
|
|
|
6
|
Astor Investment Management
Chicago,
Illinois
|
$15.2M
|
-$516K
|
-5,869
|
-3%
|
|
|
7
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$13.8M
|
+$153K
|
+1,745
|
+1%
|
|
|
8
|
Ironwood Financial
Tucson,
Arizona
|
$13.7M
|
-$84.8K
|
-965
|
-0.6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11.9M
|
+$519K
|
+5,909
|
+5%
|
|
|
10
|
Running Point Capital Advisors
El Segundo,
California
|
$10.6M
|
-$1.19M
|
-13,557
|
-10%
|
|
|
11
|
Davidson Investment Advisors
Great Falls,
Montana
|
$7.59M
|
+$1.79M
|
+20,417
|
+32%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$7.17M
|
+$438K
|
+4,977
|
+7%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.74M
|
+$852K
|
+9,691
|
+22%
|
|
|
14
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$4M
|
+$881K
|
+10,022
|
+29%
|
|
|
15
|
PFG Advisors
Phoenix,
Arizona
|
$3M
|
+$213K
|
+2,426
|
+8%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.92M
|
+$20K
|
+228
|
+0.7%
|
|
|
17
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$2.89M
|
+$1.36M
|
+15,522
|
+92%
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$2.8M
|
+$447K
|
+5,090
|
+18%
|
|
|
19
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.71M
|
-$11.3K
|
-128
|
-0.4%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$2.2M
|
-$591K
|
-6,721
|
-21%
|
|
|
21
|
AssetMark Inc
Concord,
California
|
$1.98M
|
+$846K
|
+9,623
|
+77%
|
|
|
22
|
Norway Savings Bank
Portland,
Maine
|
$1.94M
|
-$52.6K
|
-598
|
-3%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.75M
|
-$735K
|
-8,361
|
-30%
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.74M
|
–
|
–
|
–
|
|
|
25
|
John W. Brooker & Co
Oakland,
California
|
$1.73M
|
+$1.14K
|
+13
|
+0.1%
|
|
