|
1
|
Creative Planning
Overland Park,
Kansas
|
$6.45M
|
+$398K
|
+20,161
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$3.49M
|
-$306K
|
-15,521
|
-8%
|
|
|
3
|
Flow Traders U.S.
New York
|
$2.78M
|
+$2.78M
|
+141,026
|
New
|
|
|
4
|
Courier Capital
Buffalo,
New York
|
$2.64M
|
+$228K
|
+11,567
|
+9%
|
|
|
5
|
Running Point Capital Advisors
El Segundo,
California
|
$2.59M
|
+$97.4K
|
+4,939
|
+4%
|
|
|
6
|
Old Port Advisors
Portland,
Maine
|
$2.54M
|
-$9.33K
|
-473
|
-0.4%
|
|
|
7
|
|
$2.35M
|
+$123K
|
+6,230
|
+6%
|
|
|
8
|
The Family Firm
Bethesda,
Maryland
|
$2.26M
|
-$670K
|
-33,998
|
-23%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.04M
|
-$5.03K
|
-255
|
-0.2%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.51M
|
-$265K
|
-13,464
|
-15%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.22M
|
-$6.23K
|
-316
|
-0.5%
|
|
|
12
|
Payne Capital Management
New York
|
$1.18M
|
+$110K
|
+5,577
|
+10%
|
|
|
13
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.14M
|
+$1.14M
|
+58,015
|
New
|
|
|
14
|
|
$993K
|
-$241K
|
-12,235
|
-20%
|
|
|
15
|
AWM Capital
Phoenix,
Arizona
|
$988K
|
-$197K
|
-9,996
|
-17%
|
|
|
16
|
|
$804K
|
+$803K
|
+40,744
|
New
|
|
|
17
|
Lido Advisors
Los Angeles,
California
|
$803K
|
+$1.75K
|
+89
|
+0.2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$763K
|
+$138
|
+7
|
+0%
|
|
|
19
|
Maryland Capital Advisors
Chester,
Maryland
|
$493K
|
-$191K
|
-9,666
|
-28%
|
|
|
20
|
Beacon Pointe Advisors
Newport Beach,
California
|
$456K
|
–
|
–
|
–
|
|
|
21
|
|
$430K
|
-$21.3K
|
-1,078
|
-5%
|
|
|
22
|
Upper Left Wealth Management
Tampa,
Florida
|
$422K
|
-$53.4K
|
-2,710
|
-11%
|
|
|
23
|
Bank of New York Mellon
New York
|
$374K
|
-$20
|
-1
|
-0%
|
|
|
24
|
Raymond James Financial
St Petersburg,
Florida
|
$364K
|
-$442K
|
-22,418
|
-55%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$334K
|
+$10.9K
|
+552
|
+3%
|
|
