|
1
|
|
$133M
|
-$1.64M
|
-35,801
|
-1%
|
|
|
2
|
Executive Wealth Management
Brighton,
Michigan
|
$29.8M
|
-$36M
|
-783,229
|
-96%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$29.6M
|
+$270K
|
+5,876
|
+0.9%
|
|
|
4
|
|
$27.7M
|
-$2.75M
|
-59,863
|
-9%
|
|
|
5
|
|
$21.7M
|
–
|
–
|
–
|
|
|
6
|
Stephens Inc
Little Rock,
Arkansas
|
$20.2M
|
-$1.77M
|
-38,470
|
-8%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.9M
|
-$1.36M
|
-29,676
|
-8%
|
|
|
8
|
Acima Private Wealth
Richmond,
Virginia
|
$14.3M
|
+$216K
|
+4,700
|
+1%
|
|
|
9
|
Manning & Napier Group
Fairport,
New York
|
$12.4M
|
–
|
–
|
–
|
|
|
10
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$6.25M
|
-$7.3K
|
-159
|
-0.1%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.82M
|
+$5.13M
|
+111,605
|
New
|
|
|
12
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$3.93M
|
+$13.6M
|
+295,268
|
+597%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$3.37M
|
-$262K
|
-5,704
|
-7%
|
|
|
14
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.3M
|
+$270K
|
+5,880
|
+8%
|
|
|
15
|
|
$3.24M
|
-$6.1M
|
-132,915
|
-64%
|
|
|
16
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$2.92M
|
-$411K
|
-8,953
|
-12%
|
|
|
17
|
Allworth Financial
Folsom,
California
|
$2.86M
|
+$2.78M
|
+60,578
|
+1,066%
|
|
|
18
|
Milestone Wealth
Buffalo,
New York
|
$2.66M
|
-$10.2K
|
-223
|
-0.4%
|
|
|
19
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.62M
|
+$2.78M
|
+60,543
|
New
|
|
|
20
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$2.42M
|
-$310K
|
-6,755
|
-11%
|
|
|
21
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.79M
|
+$29.8K
|
+649
|
+2%
|
|
|
22
|
White Pine Investment Company
Livonia,
Michigan
|
$1.78M
|
+$190K
|
+4,140
|
+11%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.39M
|
-$842K
|
-18,326
|
-36%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.36M
|
-$2.4M
|
-52,254
|
-62%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.25M
|
-$85.8K
|
-1,868
|
-6%
|
|
