|
1
|
|
$6.24M
|
+$5.46M
|
+192,961
|
+456%
|
|
|
2
|
Old Port Advisors
Portland,
Maine
|
$4.14M
|
+$83.3K
|
+2,942
|
+2%
|
|
|
3
|
Principia Wealth Advisory
Dallas,
Texas
|
$4.09M
|
+$4.36M
|
+154,159
|
New
|
|
|
4
|
|
$3.32M
|
+$3.55M
|
+125,266
|
New
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$2.98M
|
+$2.48M
|
+87,605
|
+356%
|
|
|
6
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.55M
|
+$269K
|
+9,519
|
+11%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$2.2M
|
+$33.7K
|
+1,192
|
+1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.81M
|
-$366K
|
-12,940
|
-16%
|
|
|
9
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.77M
|
-$18.3K
|
-647
|
-1%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$1.75M
|
+$718K
|
+25,357
|
+62%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.2M
|
-$11.5K
|
-406
|
-0.9%
|
|
|
12
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$992K
|
+$42.5K
|
+1,500
|
+4%
|
|
|
13
|
Lifetime Wealth Management
Rockwall,
Texas
|
$901K
|
+$962K
|
+33,979
|
New
|
|
|
14
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$766K
|
+$4.95K
|
+175
|
+0.6%
|
|
|
15
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$616K
|
+$2.46K
|
+87
|
+0.4%
|
|
|
16
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$608K
|
+$158K
|
+5,592
|
+32%
|
|
|
17
|
Franklin Resources
San Mateo,
California
|
$568K
|
–
|
–
|
–
|
|
|
18
|
Lazard Asset Management
New York
|
$536K
|
+$133K
|
+4,699
|
+30%
|
|
|
19
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$443K
|
–
|
–
|
–
|
|
|
20
|
Quantinno Capital Management
New York
|
$369K
|
-$425
|
-15
|
-0.1%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$313K
|
-$79.5K
|
-2,807
|
-19%
|
|
|
22
|
Rockefeller Capital Management
New York
|
$312K
|
+$332K
|
+11,731
|
+27,931%
|
|
|
23
|
Focus Financial Network
Minneapolis,
Minnesota
|
$290K
|
+$306K
|
+10,800
|
New
|
|
|
24
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$280K
|
+$299K
|
+10,555
|
New
|
|
|
25
|
Bank of New York Mellon
New York
|
$274K
|
–
|
–
|
–
|
|
