|
1
|
|
$148M
|
-$742K
|
-14,482
|
-0.5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$59M
|
-$19.1M
|
-372,838
|
-24%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$54.8M
|
-$11.1M
|
-216,493
|
-16%
|
|
|
4
|
|
$42.3M
|
-$10M
|
-196,080
|
-19%
|
|
|
5
|
Executive Wealth Management
Brighton,
Michigan
|
$36M
|
+$8.78M
|
+171,320
|
+31%
|
|
|
6
|
Stephens Inc
Little Rock,
Arkansas
|
$33.9M
|
+$7.21M
|
+140,747
|
+26%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$22.6M
|
+$14.5M
|
+283,759
|
+166%
|
|
|
8
|
|
$21.6M
|
+$1.48M
|
+28,881
|
+7%
|
|
|
9
|
Manning & Napier Group
Fairport,
New York
|
$15.8M
|
–
|
–
|
–
|
|
|
10
|
Acima Private Wealth
Richmond,
Virginia
|
$15.1M
|
+$10.8M
|
+210,186
|
+227%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.8M
|
-$2.97M
|
-57,930
|
-21%
|
|
|
12
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$10.4M
|
+$16.4M
|
+320,526
|
+212%
|
|
|
13
|
Milestone Wealth
Buffalo,
New York
|
$8.22M
|
-$193K
|
-3,763
|
-2%
|
|
|
14
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$8.04M
|
-$206K
|
-4,025
|
-2%
|
|
|
15
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.48M
|
-$487K
|
-9,501
|
-8%
|
|
|
16
|
|
$5.15M
|
+$5.3M
|
+103,425
|
New
|
|
|
17
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$3.78M
|
-$336K
|
-6,555
|
-8%
|
|
|
18
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.78M
|
-$54.9K
|
-1,072
|
-1%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$3.71M
|
+$3.82M
|
+74,519
|
New
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$3.56M
|
-$716K
|
-13,978
|
-16%
|
|
|
21
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$3.27M
|
+$551K
|
+10,743
|
+20%
|
|
|
22
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$3.01M
|
–
|
–
|
–
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.51M
|
-$553K
|
-10,796
|
-18%
|
|
|
24
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$2.05M
|
+$712K
|
+13,894
|
+51%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.78M
|
+$1.83M
|
+35,665
|
New
|
|
