|
1
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$15.3M
|
+$71.4K
|
+2,490
|
+0.4%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$13.1M
|
+$97.1K
|
+3,386
|
+0.7%
|
|
|
3
|
Venturi Wealth Management
Austin,
Texas
|
$11.8M
|
+$12.4M
|
+430,535
|
New
|
|
|
4
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$11.8M
|
+$2.59M
|
+90,315
|
+27%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.1M
|
-$49.7K
|
-1,734
|
-0.4%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$5.09M
|
–
|
–
|
–
|
|
|
7
|
|
$4.78M
|
+$2.1M
|
+73,283
|
+73%
|
|
|
8
|
William Blair & Company
Chicago,
Illinois
|
$2.75M
|
+$54.2K
|
+1,891
|
+2%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$2.67M
|
-$14.9K
|
-520
|
-0.5%
|
|
|
10
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.08M
|
-$73.8K
|
-2,572
|
-3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.82M
|
+$53.6K
|
+1,868
|
+3%
|
|
|
12
|
Flow Traders U.S.
New York
|
$1.74M
|
+$1.81M
|
+63,115
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.15M
|
-$45.4K
|
-1,582
|
-4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.03M
|
+$76.6K
|
+2,669
|
+8%
|
|
|
15
|
Equitable Holdings
New York
|
$986K
|
-$13.3K
|
-464
|
-1%
|
|
|
16
|
Redwood Financial Network
Solon,
Ohio
|
$896K
|
+$934K
|
+32,577
|
New
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$884K
|
+$343K
|
+11,966
|
+60%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$501K
|
-$1.23M
|
-43,009
|
-70%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$439K
|
+$41.5K
|
+1,447
|
+10%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$425K
|
+$1.95K
|
+68
|
+0.4%
|
|
|
21
|
SouthState Corp
Winter Haven,
Florida
|
$381K
|
+$398K
|
+13,869
|
New
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$360K
|
-$1.01M
|
-35,365
|
-73%
|
|
|
23
|
Clear Creek Financial Management
Silverdale,
Washington
|
$358K
|
-$19.4K
|
-675
|
-5%
|
|
|
24
|
BOK Financial
Tulsa,
Oklahoma
|
$355K
|
+$57
|
+2
|
+0%
|
|
|
25
|
Colony Group
Boston,
Massachusetts
|
$314K
|
-$2.55K
|
-89
|
-0.8%
|
|
