|
1
|
AllianceBernstein
Nashville,
Tennessee
|
$744M
|
+$14.5M
|
+410,307
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$60.4K
|
+1,708
|
+0.4%
|
|
|
3
|
HB Wealth Management
Atlanta,
Georgia
|
$13.3M
|
+$48.3K
|
+1,366
|
+0.4%
|
|
|
4
|
|
$7.76M
|
+$3.29M
|
+93,046
|
+69%
|
|
|
5
|
New Republic Capital
Charlotte,
North Carolina
|
$2.15M
|
+$4.45K
|
+126
|
+0.2%
|
|
|
6
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.71M
|
–
|
–
|
–
|
|
|
7
|
Alterna Wealth Management
Houston,
Texas
|
$988K
|
–
|
–
|
–
|
|
|
8
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$919K
|
–
|
–
|
–
|
|
|
9
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$530K
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$396K
|
-$41.3K
|
-1,169
|
-9%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
$313K
|
–
|
–
|
–
|
|
|
12
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$288K
|
–
|
–
|
–
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$279K
|
-$10.1K
|
-285
|
-3%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$256K
|
+$2.02K
|
+57
|
+0.8%
|
|
|
15
|
|
$246K
|
+$255K
|
+7,224
|
New
|
|
|
16
|
Evermay Wealth Management
Arlington,
Virginia
|
$126K
|
-$52.8K
|
-1,493
|
-29%
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$16.7K
|
-$5.34K
|
-151
|
-24%
|
|
|
18
|
Fidelity Investments
Boston,
Massachusetts
|
$15.8K
|
-$141
|
-4
|
-0.9%
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$7.79K
|
+$71
|
+2
|
+0.9%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$1.47K
|
+$460
|
+13
|
+43%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$3.04M
|
-83,492
|
Closed
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.58M
|
-70,358
|
Closed
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
–
|
-$1.39M
|
-37,863
|
Closed
|
|
|
25
|
Sequoia Financial Advisors
Akron,
Ohio
|
–
|
-$1.23M
|
-33,501
|
Closed
|
|
