|
1
|
Bank of America
Charlotte,
North Carolina
|
$48.5M
|
+$18.7M
|
+248,244
|
+68%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.6M
|
-$2.84M
|
-37,747
|
-10%
|
|
|
3
|
D.A. Davidson & Co
Great Falls,
Montana
|
$27M
|
-$3M
|
-39,804
|
-10%
|
|
|
4
|
|
$19.6M
|
-$910K
|
-12,089
|
-5%
|
|
|
5
|
Davidson Investment Advisors
Great Falls,
Montana
|
$16.4M
|
+$2.23M
|
+29,607
|
+17%
|
|
|
6
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$13.4M
|
+$341K
|
+4,526
|
+3%
|
|
|
7
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$11.4M
|
+$124K
|
+1,644
|
+1%
|
|
|
8
|
Running Point Capital Advisors
El Segundo,
California
|
$10.9M
|
+$195K
|
+2,595
|
+2%
|
|
|
9
|
Ironwood Financial
Tucson,
Arizona
|
$10.4M
|
-$30.3K
|
-402
|
-0.3%
|
|
|
10
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$8.34M
|
+$3.01M
|
+40,016
|
+61%
|
|
|
11
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$7.03M
|
-$2.96M
|
-39,294
|
-31%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$5.11M
|
-$174K
|
-2,317
|
-3%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$3.92M
|
-$32.5K
|
-432
|
-0.9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.72M
|
+$248K
|
+3,289
|
+11%
|
|
|
15
|
Sunbelt Securities
Houston,
Texas
|
$2.58M
|
+$7.75K
|
+103
|
+0.3%
|
|
|
16
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.32M
|
-$35.8K
|
-476
|
-2%
|
|
|
17
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.3M
|
+$4.29K
|
+57
|
+0.2%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.1M
|
-$219K
|
-2,912
|
-10%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$1.94M
|
+$1.85M
|
+24,584
|
New
|
|
|
20
|
PFG Advisors
Phoenix,
Arizona
|
$1.93M
|
-$288K
|
-3,832
|
-14%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$1.73M
|
-$339K
|
-4,508
|
-17%
|
|
|
22
|
Norway Savings Bank
Portland,
Maine
|
$1.67M
|
-$63.2K
|
-840
|
-4%
|
|
|
23
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.53M
|
–
|
–
|
–
|
|
|
24
|
Flow Traders U.S.
New York
|
$1.51M
|
+$1.44M
|
+19,125
|
New
|
|
|
25
|
John W. Brooker & Co
Oakland,
California
|
$1.49M
|
+$151
|
+2
|
+0%
|
|
