|
1
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
-$434K
|
-5,493
|
-0.9%
|
|
|
2
|
|
$38.2M
|
+$20.4M
|
+258,572
|
+104%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.4M
|
+$25.9K
|
+328
|
+0.1%
|
|
|
4
|
D.A. Davidson & Co
Great Falls,
Montana
|
$25.8M
|
+$45.8K
|
+580
|
+0.2%
|
|
|
5
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$20.5M
|
+$8.18M
|
+103,574
|
+61%
|
|
|
6
|
Davidson Investment Advisors
Great Falls,
Montana
|
$17.9M
|
+$2.32M
|
+29,397
|
+14%
|
|
|
7
|
Running Point Capital Advisors
El Segundo,
California
|
$10.4M
|
+$2.92K
|
+37
|
+0%
|
|
|
8
|
Ironwood Financial
Tucson,
Arizona
|
$9.87M
|
-$9.71K
|
-123
|
-0.1%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.02M
|
+$4.35M
|
+55,146
|
+85%
|
|
|
10
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$8.18M
|
+$231K
|
+2,929
|
+3%
|
|
|
11
|
WJ Wealth Management
Glendale,
Arizona
|
$7.06M
|
+$7.41M
|
+93,855
|
New
|
|
|
12
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$6.63M
|
-$78.7K
|
-997
|
-1%
|
|
|
13
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.93M
|
+$5.18M
|
+65,537
|
New
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$4.28M
|
+$563K
|
+7,135
|
+14%
|
|
|
15
|
Sunbelt Securities
Houston,
Texas
|
$2.48M
|
+$20.6K
|
+261
|
+0.8%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$2.47M
|
-$129K
|
-1,639
|
-5%
|
|
|
17
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.19M
|
+$1.97K
|
+25
|
+0.1%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.71M
|
+$59.7K
|
+756
|
+3%
|
|
|
19
|
Norway Savings Bank
Portland,
Maine
|
$1.63M
|
+$35.8K
|
+453
|
+2%
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.46M
|
–
|
–
|
–
|
|
|
21
|
John W. Brooker & Co
Oakland,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
22
|
Shufro Rose & Co
New York
|
$1.4M
|
-$4.34K
|
-55
|
-0.3%
|
|
|
23
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$1.33M
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.32M
|
+$863K
|
+10,925
|
+165%
|
|
|
25
|
PFG Advisors
Phoenix,
Arizona
|
$1.27M
|
-$604K
|
-7,652
|
-31%
|
|
