|
1
|
Bank of America
Charlotte,
North Carolina
|
$3.98M
|
+$81.7K
|
+3,563
|
+2%
|
|
|
2
|
Courier Capital
Buffalo,
New York
|
$3.61M
|
+$170K
|
+7,419
|
+5%
|
|
|
3
|
|
$2.82M
|
-$16.7K
|
-730
|
-0.6%
|
|
|
4
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.37M
|
+$2.36M
|
+102,756
|
New
|
|
|
5
|
Running Point Capital Advisors
El Segundo,
California
|
$2.03M
|
-$763K
|
-33,267
|
-27%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$1.77M
|
-$112K
|
-4,868
|
-6%
|
|
|
7
|
Payne Capital Management
New York
|
$1.71M
|
+$42.7K
|
+1,861
|
+3%
|
|
|
8
|
Old Port Advisors
Portland,
Maine
|
$1.6M
|
-$188K
|
-8,218
|
-11%
|
|
|
9
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.29M
|
+$1.28M
|
+55,673
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.28M
|
-$15.5K
|
-675
|
-1%
|
|
|
11
|
|
$1.27M
|
-$333K
|
-14,542
|
-21%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$946K
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$757K
|
-$2.4M
|
-104,469
|
-76%
|
|
|
14
|
|
$718K
|
-$140K
|
-6,090
|
-16%
|
|
|
15
|
Maryland Capital Advisors
Chester,
Maryland
|
$554K
|
-$3.35K
|
-146
|
-0.6%
|
|
|
16
|
Wealthfront Advisers
Palo Alto,
California
|
$515K
|
+$171K
|
+7,449
|
+50%
|
|
|
17
|
|
$411K
|
-$19.4K
|
-845
|
-5%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$395K
|
+$33.7K
|
+1,468
|
+9%
|
|
|
19
|
Financial Alternatives
La Jolla,
California
|
$355K
|
-$963
|
-42
|
-0.3%
|
|
|
20
|
Prosperity Planning
Kansas City,
Missouri
|
$343K
|
+$4.79K
|
+209
|
+1%
|
|
|
21
|
Ariadne Wealth Management
Santa Barbara,
California
|
$328K
|
–
|
–
|
–
|
|
|
22
|
AWM Capital
Phoenix,
Arizona
|
$325K
|
-$164K
|
-7,157
|
-34%
|
|
|
23
|
Bank of New York Mellon
New York
|
$314K
|
–
|
–
|
–
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$294K
|
+$15.8K
|
+688
|
+6%
|
|
|
25
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$292K
|
–
|
–
|
–
|
|
