|
1
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
-$1.57M
|
-46,643
|
-7%
|
|
|
2
|
|
$15.5M
|
+$14.7M
|
+435,876
|
+1,086%
|
|
|
3
|
Old Mission Capital
Chicago,
Illinois
|
$12.6M
|
+$8.71M
|
+258,853
|
+201%
|
|
|
4
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.4M
|
+$463K
|
+13,756
|
+4%
|
|
|
5
|
|
$9.01M
|
-$438K
|
-12,997
|
-4%
|
|
|
6
|
|
$8.06M
|
-$673
|
-20
|
-0%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$7.9M
|
+$240K
|
+7,135
|
+3%
|
|
|
8
|
|
$6.24M
|
–
|
–
|
–
|
|
|
9
|
Oppenheimer Asset Management
New York
|
$6.2M
|
-$30.3K
|
-899
|
-0.5%
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.16M
|
+$132K
|
+3,914
|
+3%
|
|
|
11
|
Advisory Services & Investments
Bend,
Oregon
|
$5.03M
|
-$75.6K
|
-2,246
|
-1%
|
|
|
12
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4.27M
|
-$277K
|
-8,230
|
-6%
|
|
|
13
|
RiverTree Advisors
Winter Park,
Florida
|
$3.8M
|
+$2.69K
|
+80
|
+0.1%
|
|
|
14
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$3.72M
|
+$159K
|
+4,717
|
+4%
|
|
|
15
|
Transparent Wealth Partners
Little Rock,
Arkansas
|
$3.72M
|
+$3.85M
|
+114,342
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$3.68M
|
-$187K
|
-5,563
|
-5%
|
|
|
17
|
|
$3.65M
|
-$3.15M
|
-93,578
|
-45%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$3.56M
|
-$615K
|
-18,283
|
-14%
|
|
|
19
|
Parametric Portfolio Associates
Seattle,
Washington
|
$3.48M
|
-$64.9K
|
-1,928
|
-2%
|
|
|
20
|
Empirical Wealth Management
Seattle,
Washington
|
$3.18M
|
+$77.3K
|
+2,297
|
+2%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.07M
|
+$389K
|
+11,567
|
+14%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.07M
|
-$455K
|
-13,520
|
-13%
|
|
|
23
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.06M
|
+$65.1K
|
+1,933
|
+2%
|
|
|
24
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.89M
|
+$31.7K
|
+942
|
+1%
|
|
|
25
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.82M
|
+$202
|
+6
|
+0%
|
|
