|
1
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$7.73M
|
+$214K
|
+9,715
|
+3%
|
|
|
2
|
Dunhill Financial
London,
United Kingdom
|
$5.69M
|
-$2.6M
|
-117,876
|
Closed
|
|
|
3
|
Sykon Capital
Harrison,
New York
|
$3.39M
|
-$2.08M
|
-94,402
|
-38%
|
|
|
4
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.74M
|
+$33.7K
|
+1,530
|
+2%
|
|
|
5
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$1.54M
|
+$111K
|
+5,018
|
+8%
|
|
|
6
|
|
$1.46M
|
+$1.46M
|
+66,001
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.28M
|
+$34.5K
|
+1,565
|
+3%
|
|
|
8
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.24M
|
-$41.7K
|
-1,889
|
-3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$501K
|
+$499K
|
+22,639
|
New
|
|
|
10
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$377K
|
+$24.1K
|
+1,092
|
+7%
|
|
|
11
|
|
$361K
|
+$58.1K
|
+2,633
|
+19%
|
|
|
12
|
Investment Advisory Group
Hanover,
Massachusetts
|
$354K
|
-$2.25K
|
-102
|
-0.6%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$287K
|
-$33.4K
|
-1,515
|
-10%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$238K
|
+$34.8K
|
+1,578
|
+17%
|
|
|
15
|
|
$204K
|
-$345K
|
-15,662
|
-63%
|
|
|
16
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$75K
|
+$11.1K
|
+503
|
+18%
|
|
|
17
|
SBI Securities
Tokyo,
Japan
|
$47.2K
|
-$2.31K
|
-105
|
-5%
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$33.2K
|
–
|
–
|
–
|
|
|
19
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$21.9K
|
-$1.1K
|
-50
|
-5%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21K
|
-$3.06K
|
-139
|
-13%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$17.7K
|
+$4.56K
|
+207
|
+35%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.5K
|
+$176
|
+8
|
+1%
|
|
|
23
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$5.64K
|
+$5.62K
|
+255
|
New
|
|
|
24
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$3.01K
|
+$1.52K
|
+69
|
+103%
|
|
