|
1
|
HighTower Advisors
Chicago,
Illinois
|
$24.2M
|
+$5.34M
|
+166,129
|
+30%
|
|
|
2
|
Pinnacle Associates
New York
|
$21.3M
|
-$30.3K
|
-944
|
-0.1%
|
|
|
3
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$14.4M
|
+$13.8M
|
+427,937
|
New
|
|
|
4
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$5.37M
|
+$445K
|
+13,839
|
+9%
|
|
|
5
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$1.88M
|
+$1.8M
|
+56,070
|
New
|
|
|
6
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.75M
|
+$670K
|
+20,839
|
+67%
|
|
|
7
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.69M
|
+$161K
|
+5,021
|
+11%
|
|
|
8
|
Essential Partners
Rancho Santa Fe,
California
|
$1.31M
|
+$6.4K
|
+199
|
+0.5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.07M
|
+$1.02M
|
+31,730
|
New
|
|
|
10
|
Hara Capital
Bellevue,
Washington
|
$866K
|
-$7.39K
|
-230
|
-0.9%
|
|
|
11
|
Kestra Private Wealth Services
Austin,
Texas
|
$568K
|
+$65.2K
|
+2,028
|
+14%
|
|
|
12
|
Sunbelt Securities
Houston,
Texas
|
$519K
|
+$5.08K
|
+158
|
+1%
|
|
|
13
|
Orcam Financial Group
Encinitas,
California
|
$485K
|
+$465K
|
+14,450
|
New
|
|
|
14
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$422K
|
+$404K
|
+12,580
|
New
|
|
|
15
|
Prospera Financial Services
Dallas,
Texas
|
$407K
|
–
|
–
|
–
|
|
|
16
|
|
$393K
|
-$1.43M
|
-44,636
|
-79%
|
|
|
17
|
Centurion Wealth Management
Mclean,
Virginia
|
$336K
|
+$48.2K
|
+1,500
|
+18%
|
|
|
18
|
International Assets Investment Management
Orlando,
Florida
|
$262K
|
+$251K
|
+7,807
|
New
|
|
|
19
|
Anchor Investment Management
Columbia,
South Carolina
|
$67.2K
|
–
|
–
|
–
|
|
|
20
|
Colonial Trust
Spartanburg,
South Carolina
|
$67.2K
|
–
|
–
|
–
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$37.2K
|
-$23.7K
|
-736
|
-40%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$26.9K
|
+$3.21K
|
+100
|
+14%
|
|
|
23
|
|
$24.3K
|
–
|
–
|
–
|
|
|
24
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$24K
|
-$257
|
-8
|
-1%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$11.4K
|
–
|
–
|
–
|
|
