|
1
|
|
$144M
|
+$7.82M
|
+166,491
|
+6%
|
|
|
2
|
Executive Wealth Management
Brighton,
Michigan
|
$37.4M
|
+$4.29M
|
+91,453
|
+13%
|
|
|
3
|
|
$32.3M
|
-$6.91M
|
-147,130
|
-17%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$31.3M
|
-$23.6M
|
-503,398
|
-43%
|
|
|
5
|
Stephens Inc
Little Rock,
Arkansas
|
$23.3M
|
-$8.21M
|
-174,888
|
-26%
|
|
|
6
|
|
$21.7M
|
+$1.77M
|
+37,794
|
+9%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.3M
|
-$34M
|
-725,094
|
-66%
|
|
|
8
|
Acima Private Wealth
Richmond,
Virginia
|
$15.1M
|
+$1.15M
|
+24,398
|
+8%
|
|
|
9
|
Manning & Napier Group
Fairport,
New York
|
$14.8M
|
–
|
–
|
–
|
|
|
10
|
|
$9.57M
|
+$4.9M
|
+104,454
|
+101%
|
|
|
11
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$7.06M
|
-$578K
|
-12,321
|
-8%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.86M
|
-$6.25M
|
-133,176
|
-61%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3.86M
|
-$17.4M
|
-370,550
|
-82%
|
|
|
14
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$3.53M
|
+$33.9K
|
+721
|
+1%
|
|
|
15
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.24M
|
-$255K
|
-5,426
|
-7%
|
|
|
16
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$2.9M
|
-$134K
|
-2,847
|
-4%
|
|
|
17
|
Milestone Wealth
Buffalo,
New York
|
$2.85M
|
-$4.23M
|
-90,079
|
-59%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.32M
|
+$4.93K
|
+105
|
+0.2%
|
|
|
19
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.88M
|
-$925K
|
-19,698
|
-33%
|
|
|
20
|
White Pine Investment Company
Livonia,
Michigan
|
$1.71M
|
+$117K
|
+2,500
|
+7%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1.42M
|
+$93.2K
|
+1,985
|
+7%
|
|
|
22
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.19M
|
-$18.1K
|
-385
|
-1%
|
|
|
23
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.04M
|
-$72.6K
|
-1,547
|
-6%
|
|
|
24
|
CoreCap Advisors
Southfield,
Michigan
|
$929K
|
-$197K
|
-4,188
|
-17%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$909K
|
+$14.2K
|
+302
|
+2%
|
|
