|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.18M
|
-$15.1M
|
-476,167
|
-63%
|
|
|
2
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.41M
|
+$281K
|
+8,861
|
+5%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$4.4M
|
-$114K
|
-3,585
|
-3%
|
|
|
4
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$4.32M
|
+$196K
|
+6,159
|
+5%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.93M
|
-$54K
|
-1,699
|
-1%
|
|
|
6
|
SVB Wealth
Boston,
Massachusetts
|
$3.72M
|
+$3.6M
|
+113,486
|
New
|
|
|
7
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.53M
|
-$16.9M
|
-532,956
|
-83%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.69M
|
+$340K
|
+10,707
|
+15%
|
|
|
9
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.99M
|
+$1.93M
|
+60,639
|
New
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.94M
|
+$937K
|
+29,501
|
+100%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$1.45M
|
+$132K
|
+4,153
|
+11%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.35M
|
+$1M
|
+31,605
|
+333%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.21M
|
+$579K
|
+18,232
|
+97%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.2M
|
+$416K
|
+13,096
|
+56%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.12M
|
+$1.21K
|
+38
|
+0.1%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$976K
|
+$384K
|
+12,076
|
+68%
|
|
|
17
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$952K
|
+$45.7K
|
+1,438
|
+5%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$850K
|
+$861K
|
+27,110
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$714K
|
-$69.2K
|
-2,180
|
-9%
|
|
|
20
|
MKD Wealth Coaches
Troy,
Michigan
|
$629K
|
+$609K
|
+19,178
|
New
|
|
|
21
|
MML Investors Services
Springfield,
Massachusetts
|
$547K
|
+$530K
|
+16,689
|
New
|
|
|
22
|
Advisory Services Network
Atlanta,
Georgia
|
$539K
|
-$8.64K
|
-272
|
-2%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$462K
|
+$13.8K
|
+434
|
+3%
|
|
|
24
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$443K
|
+$91K
|
+2,866
|
+27%
|
|
|
25
|
|
$423K
|
-$27.9K
|
-879
|
-6%
|
|
