|
1
|
|
$143M
|
-$13.2M
|
-254,939
|
-9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$69.7M
|
+$1.13M
|
+21,701
|
+2%
|
|
|
3
|
Atria Investments
Charlotte,
North Carolina
|
$52.5M
|
+$2.18M
|
+41,887
|
+4%
|
|
|
4
|
Executive Wealth Management
Brighton,
Michigan
|
$52.5M
|
+$3.08M
|
+59,221
|
+6%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$21M
|
+$20.8M
|
+400,754
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13.9M
|
-$172K
|
-3,321
|
-1%
|
|
|
7
|
Advisor Group
Phoenix,
Arizona
|
$10.2M
|
-$221K
|
-4,258
|
-2%
|
|
|
8
|
Stephens Inc
Little Rock,
Arkansas
|
$5.49M
|
+$965K
|
+18,590
|
+22%
|
|
|
9
|
|
$4.77M
|
–
|
–
|
–
|
|
|
10
|
|
$3.43M
|
+$3.4M
|
+65,466
|
New
|
|
|
11
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.27M
|
+$3.24M
|
+62,407
|
New
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.88M
|
+$2.86M
|
+54,986
|
New
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.31M
|
+$867K
|
+16,687
|
+61%
|
|
|
14
|
CX Institutional
Auburn,
Indiana
|
$2.1M
|
+$43.6K
|
+839
|
+2%
|
|
|
15
|
Acima Private Wealth
Richmond,
Virginia
|
$1.9M
|
-$1.67M
|
-32,070
|
-47%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.75M
|
-$15K
|
-289
|
-0.9%
|
|
|
17
|
|
$1.53M
|
+$1.35M
|
+25,998
|
+827%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.46M
|
-$4.21K
|
-81
|
-0.3%
|
|
|
19
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.28M
|
-$362K
|
-6,966
|
-22%
|
|
|
20
|
Foresight Wealth Management
Draper,
Utah
|
$1.23M
|
-$57.1K
|
-1,100
|
-4%
|
|
|
21
|
JGP Wealth Management
Bend,
Oregon
|
$385K
|
+$41.5K
|
+800
|
+12%
|
|
|
22
|
Bank of New York Mellon
New York
|
$367K
|
+$363K
|
+6,999
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$246K
|
-$10.5K
|
-203
|
-4%
|
|
|
24
|
Flow Traders U.S.
New York
|
$208K
|
+$206K
|
+3,961
|
New
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$130K
|
-$17.3K
|
-334
|
-12%
|
|
