|
1
|
Wells Fargo
San Francisco,
California
|
$22.2M
|
-$78.6K
|
-2,248
|
-0.3%
|
|
|
2
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.6M
|
+$4.16M
|
+119,016
|
+55%
|
|
|
3
|
|
$10M
|
-$2.17M
|
-62,077
|
-18%
|
|
|
4
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$9.44M
|
-$143K
|
-4,076
|
-1%
|
|
|
5
|
|
$8.56M
|
+$56K
|
+1,600
|
+0.6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.14M
|
+$12.8K
|
+366
|
+0.2%
|
|
|
7
|
|
$7.1M
|
+$4.41M
|
+126,088
|
+158%
|
|
|
8
|
|
$6.63M
|
–
|
–
|
–
|
|
|
9
|
Oppenheimer Asset Management
New York
|
$6.61M
|
+$86.1K
|
+2,461
|
+1%
|
|
|
10
|
Advisory Services & Investments
Bend,
Oregon
|
$5.42M
|
-$129K
|
-3,691
|
-2%
|
|
|
11
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.34M
|
+$4.62K
|
+132
|
+0.1%
|
|
|
12
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4.82M
|
+$3.58M
|
+102,465
|
+275%
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$4.45M
|
+$3.46M
|
+98,849
|
+330%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$4.41M
|
+$1.69M
|
+48,417
|
+61%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.1M
|
+$456K
|
+13,037
|
+12%
|
|
|
16
|
Symmetry Partners
Glastonbury,
Connecticut
|
$4.04M
|
+$104K
|
+2,965
|
+3%
|
|
|
17
|
RiverTree Advisors
Winter Park,
Florida
|
$4.03M
|
+$1.1M
|
+31,506
|
+37%
|
|
|
18
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.82M
|
+$3.88M
|
+110,792
|
New
|
|
|
19
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$3.78M
|
+$3.83M
|
+109,625
|
New
|
|
|
20
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.76M
|
-$11.1K
|
-316
|
-0.3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.73M
|
+$185K
|
+5,296
|
+5%
|
|
|
22
|
Empirical Wealth Management
Seattle,
Washington
|
$3.3M
|
+$12.5K
|
+357
|
+0.4%
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.19M
|
+$9.69K
|
+277
|
+0.3%
|
|
|
24
|
Capasso Planning Partners
Charleston,
South Carolina
|
$3.03M
|
+$3.07M
|
+87,874
|
New
|
|
|
25
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$3M
|
+$18.9K
|
+540
|
+0.6%
|
|
