|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$30.4M
|
+$493K
|
+6,789
|
+2%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$29.8M
|
+$577K
|
+7,937
|
+2%
|
|
|
3
|
|
$18.3M
|
+$2.68M
|
+36,829
|
+17%
|
|
|
4
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$11.2M
|
-$430K
|
-5,924
|
-4%
|
|
|
5
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$10.3M
|
+$2.05M
|
+28,210
|
+25%
|
|
|
6
|
Davidson Investment Advisors
Great Falls,
Montana
|
$10.2M
|
+$1.13M
|
+15,574
|
+12%
|
|
|
7
|
Running Point Capital Advisors
El Segundo,
California
|
$9.96M
|
-$419K
|
-5,774
|
-4%
|
|
|
8
|
Ironwood Financial
Tucson,
Arizona
|
$9.74M
|
-$457K
|
-6,296
|
-5%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$9.19M
|
+$2.3M
|
+31,690
|
+34%
|
|
|
10
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$9.12M
|
-$236K
|
-3,250
|
-3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$5.26M
|
-$4.12M
|
-56,657
|
-44%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$4.99M
|
+$468K
|
+6,445
|
+10%
|
|
|
13
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$4.86M
|
+$4.84M
|
+66,597
|
New
|
|
|
14
|
Mariner
Overland Park,
Kansas
|
$3.03M
|
+$1.39M
|
+19,164
|
+86%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.58M
|
-$370K
|
-5,098
|
-13%
|
|
|
16
|
PFG Advisors
Phoenix,
Arizona
|
$2.31M
|
+$52.5K
|
+722
|
+2%
|
|
|
17
|
Sunbelt Securities
Houston,
Texas
|
$2.2M
|
+$141K
|
+1,942
|
+7%
|
|
|
18
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.12M
|
-$81K
|
-1,115
|
-4%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$2.11M
|
+$763K
|
+10,507
|
+57%
|
|
|
20
|
Centaurus Financial
Anaheim,
California
|
$2.1M
|
+$2.09M
|
+28,815
|
New
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1.93M
|
-$351K
|
-4,833
|
-15%
|
|
|
22
|
Parallel Advisors
San Francisco,
California
|
$1.69M
|
+$432K
|
+5,950
|
+35%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.6M
|
-$3.35M
|
-46,160
|
-68%
|
|
|
24
|
Norway Savings Bank
Portland,
Maine
|
$1.59M
|
+$23.6K
|
+325
|
+2%
|
|
|
25
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.42M
|
–
|
–
|
–
|
|
