|
1
|
Creative Planning
Overland Park,
Kansas
|
$5.92M
|
+$972
|
+47
|
+0%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.71M
|
+$292K
|
+14,117
|
+8%
|
|
|
3
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$3.28M
|
+$3.52M
|
+170,045
|
New
|
|
|
4
|
Old Port Advisors
Portland,
Maine
|
$2.5M
|
-$153K
|
-7,375
|
-5%
|
|
|
5
|
Running Point Capital Advisors
El Segundo,
California
|
$2.44M
|
-$40K
|
-1,932
|
-2%
|
|
|
6
|
Courier Capital
Buffalo,
New York
|
$2.36M
|
-$695K
|
-33,618
|
-22%
|
|
|
7
|
|
$2.18M
|
+$58.3K
|
+2,816
|
+3%
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$2.13M
|
+$67K
|
+3,237
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2M
|
-$344K
|
-16,608
|
-14%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.74M
|
+$195K
|
+9,415
|
+12%
|
|
|
11
|
|
$1.21M
|
-$31.4K
|
-1,519
|
-2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.2M
|
+$467K
|
+22,565
|
+57%
|
|
|
13
|
AWM Capital
Phoenix,
Arizona
|
$1.16M
|
-$211K
|
-10,177
|
-14%
|
|
|
14
|
Agilis Partners
Waltham,
Massachusetts
|
$1.12M
|
+$179K
|
+8,649
|
+18%
|
|
|
15
|
Payne Capital Management
New York
|
$1.05M
|
+$1.12M
|
+54,237
|
New
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$789K
|
+$845K
|
+40,866
|
New
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$784K
|
-$10.9K
|
-528
|
-1%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$746K
|
-$6.02K
|
-291
|
-0.7%
|
|
|
19
|
Maryland Capital Advisors
Chester,
Maryland
|
$669K
|
-$27.3K
|
-1,319
|
-4%
|
|
|
20
|
Upper Left Wealth Management
Tampa,
Florida
|
$465K
|
+$145K
|
+7,006
|
+41%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$446K
|
-$6.52K
|
-315
|
-1%
|
|
|
22
|
|
$441K
|
-$31.9K
|
-1,540
|
-6%
|
|
|
23
|
Bank of New York Mellon
New York
|
$365K
|
-$65.3K
|
-3,157
|
-14%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$324K
|
-$88.2K
|
-4,262
|
-20%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$317K
|
-$42.6K
|
-2,057
|
-11%
|
|
