|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$24.5M
|
-$381K
|
-9,751
|
-2%
|
|
|
2
|
Carroll Advisory Group
Texarkana,
Texas
|
$20.3M
|
+$20.1M
|
+514,649
|
New
|
|
|
3
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$17.2M
|
+$525K
|
+13,428
|
+3%
|
|
|
4
|
Scotia Capital
Toronto,
Ontario, Canada
|
$15.5M
|
-$32.2K
|
-825
|
-0.2%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.4M
|
-$354K
|
-9,068
|
-3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$178K
|
+4,554
|
+2%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$5.72M
|
+$249K
|
+6,364
|
+5%
|
|
|
8
|
Flow Traders U.S.
New York
|
$4.03M
|
+$3.99M
|
+102,100
|
New
|
|
|
9
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$3.7M
|
-$2.85K
|
-73
|
-0.1%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.4M
|
-$4.17M
|
-106,810
|
-55%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$2.9M
|
+$1.93M
|
+49,391
|
+206%
|
|
|
12
|
Equitable Holdings
New York
|
$2.47M
|
+$122K
|
+3,118
|
+5%
|
|
|
13
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.26M
|
+$1.8K
|
+46
|
+0.1%
|
|
|
14
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.17M
|
+$668K
|
+17,084
|
+45%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$1.96M
|
-$1.43M
|
-36,604
|
-42%
|
|
|
16
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.67M
|
+$264K
|
+6,757
|
+20%
|
|
|
17
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.57M
|
-$67.4K
|
-1,725
|
-4%
|
|
|
18
|
|
$1.54M
|
+$1.53M
|
+39,095
|
New
|
|
|
19
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.28M
|
+$117K
|
+3,005
|
+10%
|
|
|
20
|
PKS Advisory Services
Albany,
New York
|
$734K
|
-$9.38K
|
-240
|
-1%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$563K
|
-$25K
|
-639
|
-4%
|
|
|
22
|
Nova Wealth Management
Bonita Springs,
Florida
|
$552K
|
+$464K
|
+11,869
|
+559%
|
|
|
23
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$551K
|
+$546K
|
+13,960
|
New
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$547K
|
–
|
–
|
–
|
|
|
25
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$515K
|
+$6.92K
|
+177
|
+1%
|
|
