|
1
|
Creative Planning
Overland Park,
Kansas
|
$6.09M
|
-$18.6K
|
-901
|
-0.3%
|
|
|
2
|
Old Mission Capital
Chicago,
Illinois
|
$5.01M
|
+$5.21M
|
+252,837
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$3.51M
|
-$92.9K
|
-4,511
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$2.89M
|
-$463K
|
-22,477
|
-13%
|
|
|
5
|
Courier Capital
Buffalo,
New York
|
$2.89M
|
-$19.5K
|
-944
|
-0.6%
|
|
|
6
|
Old Port Advisors
Portland,
Maine
|
$2.72M
|
-$7.4K
|
-359
|
-0.3%
|
|
|
7
|
Running Point Capital Advisors
El Segundo,
California
|
$2.56M
|
+$92K
|
+4,467
|
+4%
|
|
|
8
|
|
$2.4M
|
-$55.2K
|
-2,677
|
-2%
|
|
|
9
|
The Family Firm
Bethesda,
Maryland
|
$2.07M
|
+$1.03M
|
+50,179
|
+54%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.58M
|
+$599K
|
+29,085
|
+57%
|
|
|
11
|
AWM Capital
Phoenix,
Arizona
|
$1.33M
|
-$92.4K
|
-4,486
|
-6%
|
|
|
12
|
|
$1.29M
|
+$155K
|
+7,541
|
+13%
|
|
|
13
|
Agilis Partners
Waltham,
Massachusetts
|
$935K
|
–
|
–
|
–
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$903K
|
-$58.7K
|
-2,848
|
-6%
|
|
|
15
|
|
$897K
|
-$4.92M
|
-238,999
|
-84%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$835K
|
-$930K
|
-45,123
|
-52%
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$790K
|
-$6.22K
|
-302
|
-0.8%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$778K
|
-$62.4K
|
-3,030
|
-7%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$763K
|
-$1.32K
|
-64
|
-0.2%
|
|
|
20
|
Maryland Capital Advisors
Chester,
Maryland
|
$740K
|
-$639
|
-31
|
-0.1%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$702K
|
+$33.9K
|
+1,644
|
+5%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$666K
|
+$3.48K
|
+169
|
+0.5%
|
|
|
23
|
|
$599K
|
-$137K
|
-6,652
|
-18%
|
|
|
24
|
Bank of New York Mellon
New York
|
$487K
|
+$804
|
+39
|
+0.2%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$464K
|
-$8.24K
|
-400
|
-2%
|
|
