|
1
|
|
$153M
|
+$9.62M
|
+183,556
|
+7%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$71.1M
|
+$1.17M
|
+22,240
|
+2%
|
|
|
3
|
Executive Wealth Management
Brighton,
Michigan
|
$55.8M
|
+$3.07M
|
+58,621
|
+6%
|
|
|
4
|
Atria Investments
Charlotte,
North Carolina
|
$55.6M
|
+$2.91M
|
+55,604
|
+6%
|
|
|
5
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$28.2M
|
+$28.1M
|
+536,133
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.4M
|
-$2.62M
|
-50,068
|
-19%
|
|
|
7
|
Manning & Napier Group
Fairport,
New York
|
$10.7M
|
–
|
–
|
–
|
|
|
8
|
|
$10.4M
|
+$5.53M
|
+105,527
|
+114%
|
|
|
9
|
Advisor Group
Phoenix,
Arizona
|
$9.66M
|
-$564K
|
-10,764
|
-6%
|
|
|
10
|
Stephens Inc
Little Rock,
Arkansas
|
$6.48M
|
+$958K
|
+18,275
|
+17%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$6.23M
|
-$14.8M
|
-282,290
|
-70%
|
|
|
12
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.26M
|
+$364K
|
+6,943
|
+13%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$2.68M
|
+$358K
|
+6,837
|
+16%
|
|
|
14
|
|
$2.67M
|
+$1.13M
|
+21,561
|
+74%
|
|
|
15
|
Acima Private Wealth
Richmond,
Virginia
|
$2.11M
|
+$204K
|
+3,887
|
+11%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$2.09M
|
-$23.7K
|
-453
|
-1%
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.88M
|
+$123K
|
+2,341
|
+7%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.64M
|
+$183K
|
+3,486
|
+13%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$1.38M
|
+$1.38M
|
+26,305
|
+2,630,500%
|
|
|
20
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.38M
|
+$52.6K
|
+1,004
|
+4%
|
|
|
21
|
Foresight Wealth Management
Draper,
Utah
|
$1.29M
|
+$57.6K
|
+1,099
|
+5%
|
|
|
22
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$738K
|
+$736K
|
+14,037
|
New
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$714K
|
+$712K
|
+13,576
|
New
|
|
|
24
|
SkyOak Wealth
Southfield,
Michigan
|
$710K
|
+$708K
|
+13,500
|
New
|
|
|
25
|
|
$441K
|
-$2.99M
|
-57,078
|
-87%
|
|
