|
1
|
Lee Financial
Dallas,
Texas
|
$23M
|
+$775K
|
+13,776
|
+3%
|
|
|
2
|
|
$10.4M
|
-$3.18M
|
-56,550
|
-23%
|
|
|
3
|
Xponance
Philadelphia,
Pennsylvania
|
$9.31M
|
+$4.57M
|
+81,203
|
+94%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.27M
|
+$5.69M
|
+101,106
|
+210%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.17M
|
-$138K
|
-2,460
|
-3%
|
|
|
6
|
Courier Capital
Buffalo,
New York
|
$4.11M
|
+$138K
|
+2,453
|
+3%
|
|
|
7
|
|
$3.99M
|
–
|
–
|
–
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.84M
|
-$797K
|
-14,167
|
-17%
|
|
|
9
|
IHT Wealth Management
Chicago,
Illinois
|
$3.26M
|
+$614K
|
+10,910
|
+23%
|
|
|
10
|
PineBridge Investments
New York
|
$3.21M
|
+$3.26M
|
+58,000
|
New
|
|
|
11
|
Silvercrest Asset Management
New York
|
$2.8M
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.07M
|
+$1.7M
|
+30,312
|
+434%
|
|
|
13
|
Kalos Management
Alpharetta,
Georgia
|
$1.59M
|
-$95.2K
|
-1,692
|
-6%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$1.34M
|
+$1.37M
|
+24,269
|
New
|
|
|
15
|
Cambridge Trust
Cambridge,
Massachusetts
|
$742K
|
-$44.2K
|
-785
|
-6%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$629K
|
+$170K
|
+3,027
|
+36%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$626K
|
+$52K
|
+925
|
+9%
|
|
|
18
|
Ballentine Partners
Waltham,
Massachusetts
|
$413K
|
–
|
–
|
–
|
|
|
19
|
Flow Traders U.S.
New York
|
$306K
|
+$58.9K
|
+1,048
|
+23%
|
|
|
20
|
Evanson Asset Management
Carmel,
California
|
$305K
|
–
|
–
|
–
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$300K
|
-$112
|
-2
|
-0%
|
|
|
22
|
BigSur Wealth Management
Miami,
Florida
|
$288K
|
–
|
–
|
–
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$281K
|
-$5.63K
|
-100
|
-2%
|
|
|
24
|
|
$254K
|
–
|
–
|
–
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$228K
|
+$231K
|
+4,111
|
New
|
|
