|
1
|
Summitry LLC
Foster City,
California
|
$25.3M
|
+$812K
|
+31,689
|
+3%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$21.3M
|
-$1.33M
|
-51,801
|
-6%
|
|
|
3
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.23M
|
+$121K
|
+4,730
|
+4%
|
|
|
4
|
Bell Investment Advisors
Oakland,
California
|
$2.67M
|
+$2.69M
|
+104,891
|
New
|
|
|
5
|
Probity Advisors
Dallas,
Texas
|
$2.08M
|
+$1.13M
|
+44,154
|
+118%
|
|
|
6
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1.98M
|
+$1.99M
|
+77,631
|
New
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$1.55M
|
+$1.56M
|
+60,782
|
New
|
|
|
8
|
|
$1.27M
|
–
|
–
|
–
|
|
|
9
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.22M
|
+$64.9K
|
+2,534
|
+6%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$979K
|
+$158K
|
+6,166
|
+19%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$937K
|
-$96.1K
|
-3,749
|
-9%
|
|
|
12
|
|
$696K
|
+$313K
|
+12,230
|
+81%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$410K
|
–
|
–
|
–
|
|
|
14
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$393K
|
–
|
–
|
–
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
$329K
|
+$29.6K
|
+1,156
|
+10%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$327K
|
+$323K
|
+12,584
|
+5,243%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$322K
|
+$324K
|
+12,653
|
New
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$319K
|
+$321K
|
+12,509
|
New
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$284K
|
+$286K
|
+11,150
|
New
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$277K
|
+$279K
|
+10,868
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$261K
|
-$889K
|
-34,686
|
-77%
|
|
|
22
|
Hyposwiss Advisors
Geneva,
|
$226K
|
+$227K
|
+8,870
|
New
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$220K
|
+$76.9K
|
+3,000
|
+53%
|
|
|
24
|
SignatureFD
Atlanta,
Georgia
|
$189K
|
+$190K
|
+7,410
|
New
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$183K
|
+$184K
|
+7,192
|
New
|
|
