|
1
|
Old Port Advisors
Portland,
Maine
|
$4.33M
|
+$708K
|
+25,850
|
+20%
|
|
|
2
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.45M
|
+$2.37M
|
+86,506
|
New
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$2.31M
|
+$128K
|
+4,671
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$2.29M
|
+$443K
|
+16,168
|
+25%
|
|
|
5
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.91M
|
-$359K
|
-13,099
|
-16%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.29M
|
+$1.25M
|
+45,708
|
New
|
|
|
7
|
|
$1.2M
|
+$183K
|
+6,676
|
+19%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$1.15M
|
-$101K
|
-3,674
|
-8%
|
|
|
9
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.02M
|
-$7.64K
|
-279
|
-0.8%
|
|
|
10
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$812K
|
+$458K
|
+16,725
|
+139%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$696K
|
+$675K
|
+24,624
|
New
|
|
|
12
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$654K
|
-$17.5K
|
-637
|
-3%
|
|
|
13
|
Franklin Resources
San Mateo,
California
|
$606K
|
+$587K
|
+21,420
|
New
|
|
|
14
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$490K
|
+$82.4K
|
+3,006
|
+21%
|
|
|
15
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$472K
|
–
|
–
|
–
|
|
|
16
|
Lazard Asset Management
New York
|
$439K
|
-$430K
|
-15,687
|
-50%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$414K
|
+$401K
|
+14,629
|
New
|
|
|
18
|
Quantinno Capital Management
New York
|
$394K
|
+$27.1K
|
+988
|
+8%
|
|
|
19
|
Procyon Advisors
Shelton,
Connecticut
|
$368K
|
+$356K
|
+13,000
|
New
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$295K
|
-$69.8K
|
-2,549
|
-20%
|
|
|
21
|
Bank of New York Mellon
New York
|
$292K
|
–
|
–
|
–
|
|
|
22
|
WealthShield Partners
Cary,
North Carolina
|
$240K
|
–
|
–
|
–
|
|
|
23
|
Wealthspire Advisors (New York)
New York
|
$227K
|
+$220K
|
+8,032
|
New
|
|
|
24
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$90.2K
|
+$87.4K
|
+3,189
|
New
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$59.5K
|
+$57.1K
|
+2,085
|
New
|
|
