|
1
|
|
$11.2M
|
+$2.73M
|
+110,276
|
+33%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
-$1.85M
|
-74,473
|
-16%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.57M
|
+$853K
|
+34,418
|
+15%
|
|
|
4
|
|
$6.29M
|
+$20.6K
|
+831
|
+0.3%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$6.28M
|
+$210K
|
+8,475
|
+4%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.04M
|
+$2.16M
|
+87,228
|
+79%
|
|
|
7
|
|
$4.89M
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.81M
|
+$879K
|
+35,471
|
+23%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$3.68M
|
+$458K
|
+18,483
|
+15%
|
|
|
10
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$3.15M
|
+$14.1K
|
+567
|
+0.5%
|
|
|
11
|
City of London Investment Management
London,
United Kingdom
|
$2.32M
|
–
|
–
|
–
|
|
|
12
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.27M
|
+$56.9K
|
+2,294
|
+3%
|
|
|
13
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.27M
|
+$6.74K
|
+272
|
+0.3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$2.18M
|
-$970K
|
-39,129
|
-31%
|
|
|
15
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.97M
|
+$23.4K
|
+944
|
+1%
|
|
|
16
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.93M
|
+$47K
|
+1,897
|
+3%
|
|
|
17
|
Gould Capital
Tacoma,
Washington
|
$1.72M
|
-$66.4K
|
-2,679
|
-4%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1.58M
|
+$1.53M
|
+61,848
|
New
|
|
|
19
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.54M
|
+$61.7K
|
+2,490
|
+4%
|
|
|
20
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.52M
|
+$843K
|
+34,010
|
+120%
|
|
|
21
|
Millburn Ridgefield Corp
New York
|
$1.5M
|
+$6.15K
|
+248
|
+0.4%
|
|
|
22
|
Acima Private Wealth
Richmond,
Virginia
|
$1.47M
|
+$310K
|
+12,491
|
+28%
|
|
|
23
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.33M
|
-$27.2K
|
-1,096
|
-2%
|
|
|
24
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.27M
|
+$137K
|
+5,536
|
+12%
|
|
|
25
|
Park Avenue Securities
New York
|
$1.15M
|
+$151K
|
+6,080
|
+16%
|
|