|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$28.4M
|
+$609K
|
+7,881
|
+2%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$27.7M
|
+$592K
|
+7,666
|
+2%
|
|
|
3
|
|
$14.9M
|
+$295K
|
+3,817
|
+2%
|
|
|
4
|
Ironwood Financial
Tucson,
Arizona
|
$10.1M
|
-$242K
|
-3,138
|
-2%
|
|
|
5
|
Running Point Capital Advisors
El Segundo,
California
|
$9.9M
|
+$1.14M
|
+14,708
|
+12%
|
|
|
6
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$9.23M
|
+$18K
|
+233
|
+0.2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.87M
|
-$605K
|
-7,837
|
-6%
|
|
|
8
|
Astor Investment Management
Chicago,
Illinois
|
$8.19M
|
–
|
–
|
–
|
|
|
9
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$7.15M
|
+$1.47M
|
+19,004
|
+23%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$6.88M
|
-$8.84M
|
-114,473
|
-54%
|
|
|
11
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$6.84M
|
+$4.57M
|
+59,214
|
+157%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$6.53M
|
+$515K
|
+6,663
|
+8%
|
|
|
13
|
Davidson Investment Advisors
Great Falls,
Montana
|
$6.31M
|
-$616K
|
-7,978
|
-8%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.58M
|
-$160K
|
-2,073
|
-4%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.55M
|
+$2.42M
|
+31,325
|
+166%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$2.75M
|
-$176K
|
-2,280
|
-6%
|
|
|
17
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$2.13M
|
-$520K
|
-6,737
|
-18%
|
|
|
18
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.11M
|
-$17.4K
|
-225
|
-0.7%
|
|
|
19
|
Sunbelt Securities
Houston,
Texas
|
$2.09M
|
-$225K
|
-2,916
|
-9%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$1.89M
|
+$303K
|
+3,924
|
+17%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.49M
|
-$13.1K
|
-170
|
-0.8%
|
|
|
22
|
Norway Savings Bank
Portland,
Maine
|
$1.48M
|
-$37.3K
|
-483
|
-2%
|
|
|
23
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.37M
|
–
|
–
|
–
|
|
|
24
|
John W. Brooker & Co
Oakland,
California
|
$1.34M
|
-$22.2K
|
-288
|
-1%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$1.25M
|
-$225K
|
-2,919
|
-14%
|
|
