|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.5M
|
+$225K
|
+2,684
|
+0.7%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$32.6M
|
+$397K
|
+4,725
|
+1%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$18M
|
+$374K
|
+4,454
|
+2%
|
|
|
4
|
|
$17.6M
|
-$797K
|
-9,487
|
-4%
|
|
|
5
|
Ironwood Financial
Tucson,
Arizona
|
$12.4M
|
-$557K
|
-6,635
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
+$75K
|
+893
|
+0.7%
|
|
|
7
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$11.2M
|
-$4.79M
|
-57,048
|
-30%
|
|
|
8
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$11.1M
|
-$1.98M
|
-23,544
|
-15%
|
|
|
9
|
Running Point Capital Advisors
El Segundo,
California
|
$10.6M
|
+$602K
|
+7,171
|
+6%
|
|
|
10
|
Astor Investment Management
Chicago,
Illinois
|
$9.83M
|
-$4.57M
|
-54,360
|
-32%
|
|
|
11
|
Davidson Investment Advisors
Great Falls,
Montana
|
$8.25M
|
+$1.05M
|
+12,479
|
+15%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$7.28M
|
+$477K
|
+5,683
|
+7%
|
|
|
13
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$6.97M
|
+$3.15M
|
+37,534
|
+84%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.47M
|
-$19.2K
|
-229
|
-0.4%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.5M
|
+$727K
|
+8,657
|
+27%
|
|
|
16
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$3.19M
|
+$2.34M
|
+27,919
|
+287%
|
|
|
17
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$3.13M
|
+$383K
|
+4,564
|
+14%
|
|
|
18
|
Sunbelt Securities
Houston,
Texas
|
$2.79M
|
-$45.6K
|
-543
|
-2%
|
|
|
19
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.56M
|
-$11.4K
|
-136
|
-0.4%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.94M
|
+$1.11M
|
+13,217
|
+137%
|
|
|
21
|
Norway Savings Bank
Portland,
Maine
|
$1.82M
|
-$15.8K
|
-188
|
-0.9%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.8M
|
+$140K
|
+1,671
|
+9%
|
|
|
23
|
WESCAP Management Group
Glendale,
California
|
$1.8M
|
+$855K
|
+10,185
|
+92%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$1.75M
|
-$118K
|
-1,404
|
-6%
|
|
|
25
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.65M
|
–
|
–
|
–
|
|
