|
1
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$16.4M
|
+$5.39M
|
+176,529
|
+47%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$14M
|
+$140K
|
+4,599
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$12M
|
+$37.6K
|
+1,232
|
+0.3%
|
|
|
4
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$10.1M
|
+$1.26M
|
+41,329
|
+14%
|
|
|
5
|
Wharton Business Group
Malvern,
Pennsylvania
|
$5.48M
|
–
|
–
|
–
|
|
|
6
|
|
$2.98M
|
+$686K
|
+22,472
|
+29%
|
|
|
7
|
William Blair & Company
Chicago,
Illinois
|
$2.91M
|
-$702
|
-23
|
-0%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$2.89M
|
+$57.9K
|
+1,896
|
+2%
|
|
|
9
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.32M
|
-$600K
|
-19,631
|
-20%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.9M
|
+$456K
|
+14,943
|
+30%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.81M
|
+$403K
|
+13,196
|
+27%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.44M
|
+$1.41M
|
+46,247
|
+2,102%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.28M
|
-$15.3K
|
-502
|
-1%
|
|
|
14
|
Equitable Holdings
New York
|
$1.07M
|
-$18.8K
|
-614
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.03M
|
+$6.9K
|
+226
|
+0.7%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$591K
|
+$274K
|
+8,968
|
+82%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$455K
|
-$2.99K
|
-98
|
-0.6%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$430K
|
-$23.4K
|
-766
|
-5%
|
|
|
19
|
Northern Trust
Chicago,
Illinois
|
$415K
|
-$1.4M
|
-45,796
|
-77%
|
|
|
20
|
Clear Creek Financial Management
Silverdale,
Washington
|
$405K
|
-$5.68K
|
-186
|
-1%
|
|
|
21
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$387K
|
-$407K
|
-13,326
|
-51%
|
|
|
22
|
BOK Financial
Tulsa,
Oklahoma
|
$382K
|
-$3.88K
|
-127
|
-1%
|
|
|
23
|
Colony Group
Boston,
Massachusetts
|
$340K
|
-$1.83K
|
-60
|
-0.5%
|
|
|
24
|
Patten Group
Chattanooga,
Tennessee
|
$295K
|
-$84.8K
|
-2,777
|
-22%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$253K
|
–
|
–
|
–
|
|
