|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.1M
|
-$487K
|
-14,761
|
-4%
|
|
|
2
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6.49M
|
-$247K
|
-7,491
|
-4%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
$6.12M
|
+$1.31M
|
+39,557
|
+29%
|
|
|
4
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$4.03M
|
-$716K
|
-21,703
|
-16%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.59M
|
-$435K
|
-13,193
|
-11%
|
|
|
6
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.33M
|
-$744K
|
-22,539
|
-19%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.06M
|
-$363K
|
-11,005
|
-11%
|
|
|
8
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.37M
|
+$2.28M
|
+69,046
|
New
|
|
|
9
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2.08M
|
+$53.8K
|
+1,631
|
+3%
|
|
|
10
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.65M
|
-$222K
|
-6,719
|
-12%
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$1.52M
|
-$28.5K
|
-865
|
-2%
|
|
|
12
|
SVB Wealth
Boston,
Massachusetts
|
$1.43M
|
-$2.1M
|
-63,738
|
-61%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.36M
|
+$1.31M
|
+39,700
|
New
|
|
|
14
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.3M
|
-$61.6K
|
-1,866
|
-5%
|
|
|
15
|
Stifel Financial
St. Louis,
Missouri
|
$1.13M
|
-$5.54K
|
-168
|
-0.5%
|
|
|
16
|
Spinnaker Trust
Portland,
Maine
|
$1.06M
|
+$1.02M
|
+30,773
|
New
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$1.03M
|
+$48.6K
|
+1,472
|
+5%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$961K
|
-$290K
|
-8,778
|
-24%
|
|
|
19
|
Cascadia Advisory Services
Portland,
Oregon
|
$900K
|
+$865K
|
+26,211
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$894K
|
+$569K
|
+17,242
|
+196%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$888K
|
+$854K
|
+25,880
|
New
|
|
|
22
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$858K
|
-$132K
|
-4,014
|
-14%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$849K
|
-$1.04M
|
-31,507
|
-56%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$729K
|
-$59.4K
|
-1,801
|
-8%
|
|
|
25
|
55I LLC
Boston,
Massachusetts
|
$727K
|
+$699K
|
+21,176
|
New
|
|
