|
1
|
Creative Planning
Overland Park,
Kansas
|
$7M
|
-$23.4K
|
-1,091
|
-0.4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$4.07M
|
+$16.9K
|
+786
|
+0.4%
|
|
|
3
|
Courier Capital
Buffalo,
New York
|
$3.56M
|
+$221K
|
+10,277
|
+7%
|
|
|
4
|
Old Port Advisors
Portland,
Maine
|
$3.12M
|
-$17.2K
|
-802
|
-0.6%
|
|
|
5
|
Running Point Capital Advisors
El Segundo,
California
|
$2.92M
|
-$26.9K
|
-1,250
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$2.75M
|
-$552K
|
-25,672
|
-18%
|
|
|
7
|
|
$2.51M
|
-$243K
|
-11,288
|
-9%
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$2.44M
|
+$52K
|
+2,419
|
+2%
|
|
|
9
|
|
$2.41M
|
+$1.29M
|
+60,140
|
+133%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.84M
|
+$17K
|
+792
|
+1%
|
|
|
11
|
AWM Capital
Phoenix,
Arizona
|
$1.6M
|
+$69.6K
|
+3,239
|
+5%
|
|
|
12
|
|
$1.46M
|
-$25.1K
|
-1,166
|
-2%
|
|
|
13
|
Agilis Partners
Waltham,
Massachusetts
|
$1.13M
|
+$45.9K
|
+2,135
|
+5%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.06M
|
+$16.5K
|
+769
|
+2%
|
|
|
15
|
Lido Advisors
Los Angeles,
California
|
$939K
|
+$26.9K
|
+1,254
|
+3%
|
|
|
16
|
Old Mission Capital
Chicago,
Illinois
|
$906K
|
-$4.58M
|
-213,156
|
-84%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$906K
|
+$8.08K
|
+376
|
+1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$889K
|
+$8.9K
|
+414
|
+1%
|
|
|
19
|
Maryland Capital Advisors
Chester,
Maryland
|
$821K
|
-$29.8K
|
-1,388
|
-4%
|
|
|
20
|
|
$557K
|
-$126K
|
-5,865
|
-19%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$534K
|
–
|
–
|
–
|
|
|
22
|
Bank of New York Mellon
New York
|
$504K
|
-$53.7K
|
-2,500
|
-10%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$481K
|
-$309K
|
-14,388
|
-41%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$421K
|
-$62.1K
|
-2,889
|
-14%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$420K
|
-$327K
|
-15,219
|
-45%
|
|
