|
1
|
Courier Capital
Buffalo,
New York
|
$4.17M
|
+$433K
|
+18,737
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.13M
|
+$180K
|
+7,795
|
+4%
|
|
|
3
|
|
$2.85M
|
-$13.2K
|
-571
|
-0.4%
|
|
|
4
|
|
$2.19M
|
-$130K
|
-5,617
|
-5%
|
|
|
5
|
Payne Capital Management
New York
|
$1.73M
|
+$49.6K
|
+2,149
|
+3%
|
|
|
6
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.39M
|
-$28.8M
|
-1,247,264
|
-95%
|
|
|
7
|
Old Port Advisors
Portland,
Maine
|
$1.16M
|
-$55.5K
|
-2,405
|
-4%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.13M
|
-$409K
|
-17,698
|
-26%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$1.03M
|
+$33K
|
+1,428
|
+3%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1M
|
+$105K
|
+4,547
|
+11%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$956K
|
+$434K
|
+18,806
|
+78%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$894K
|
+$562K
|
+24,319
|
+154%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$735K
|
-$896K
|
-38,806
|
-54%
|
|
|
14
|
Wealthfront Advisers
Palo Alto,
California
|
$594K
|
-$586K
|
-25,381
|
-49%
|
|
|
15
|
Dunhill Financial
London,
United Kingdom
|
$543K
|
-$260K
|
-11,256
|
-32%
|
|
|
16
|
Maryland Capital Advisors
Chester,
Maryland
|
$481K
|
+$498K
|
+21,556
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$449K
|
-$94.2K
|
-4,081
|
-17%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$413K
|
+$57.8K
|
+2,504
|
+16%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$379K
|
-$11.9K
|
-514
|
-3%
|
|
|
20
|
|
$377K
|
-$15.3K
|
-662
|
-4%
|
|
|
21
|
|
$360K
|
-$522K
|
-22,624
|
-58%
|
|
|
22
|
Financial Alternatives
La Jolla,
California
|
$346K
|
+$3.37K
|
+146
|
+1%
|
|
|
23
|
Natixis Advisors
Boston,
Massachusetts
|
$344K
|
+$73.2K
|
+3,168
|
+26%
|
|
|
24
|
Prosperity Planning
Kansas City,
Missouri
|
$320K
|
-$35.1K
|
-1,519
|
-10%
|
|
|
25
|
AWM Capital
Phoenix,
Arizona
|
$319K
|
+$83.6K
|
+3,619
|
+34%
|
|
