|
1
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
-$2.44M
|
-81,227
|
-14%
|
|
|
2
|
|
$8.92M
|
+$1.68M
|
+55,705
|
+20%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.9M
|
-$1.66M
|
-55,285
|
-16%
|
|
|
4
|
|
$6.93M
|
-$6.55M
|
-217,748
|
-46%
|
|
|
5
|
|
$6.8M
|
+$166K
|
+5,505
|
+2%
|
|
|
6
|
|
$6.24M
|
+$3.63M
|
+120,581
|
+107%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$6.13M
|
-$436K
|
-14,501
|
-6%
|
|
|
8
|
|
$5.15M
|
–
|
–
|
–
|
|
|
9
|
Oppenheimer Asset Management
New York
|
$5.12M
|
+$6.47K
|
+215
|
+0.1%
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.32M
|
+$74.5K
|
+2,478
|
+2%
|
|
|
11
|
Old Mission Capital
Chicago,
Illinois
|
$4.24M
|
-$6.91M
|
-229,688
|
-59%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.64M
|
+$1.24M
|
+41,155
|
+44%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.58M
|
+$612K
|
+20,336
|
+18%
|
|
|
14
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.48M
|
-$56K
|
-1,861
|
-1%
|
|
|
15
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$3.25M
|
+$210K
|
+6,989
|
+6%
|
|
|
16
|
Empirical Wealth Management
Seattle,
Washington
|
$2.79M
|
+$183K
|
+6,075
|
+6%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.79M
|
+$279K
|
+9,286
|
+10%
|
|
|
18
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.46M
|
-$76.4K
|
-2,540
|
-3%
|
|
|
19
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.46M
|
+$83.8K
|
+2,785
|
+3%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.39M
|
+$2.02M
|
+67,031
|
+304%
|
|
|
21
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.38M
|
+$57.5K
|
+1,912
|
+2%
|
|
|
22
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.93M
|
-$30.9K
|
-1,027
|
-1%
|
|
|
23
|
Gould Capital
Tacoma,
Washington
|
$1.86M
|
+$8.93K
|
+297
|
+0.4%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.63M
|
-$46.2K
|
-1,537
|
-2%
|
|
|
25
|
Millburn Ridgefield Corp
New York
|
$1.57M
|
+$36.1K
|
+1,202
|
+2%
|
|
