|
1
|
|
$777M
|
-$41.8M
|
-783,235
|
-5%
|
|
|
2
|
|
$181M
|
+$4.82M
|
+90,268
|
+3%
|
|
|
3
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$38.3M
|
-$1.62M
|
-30,314
|
-4%
|
|
|
4
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$35.5M
|
-$1.76M
|
-33,008
|
-5%
|
|
|
5
|
WNY Asset Management
Williamsville,
New York
|
$30.4M
|
+$31.1M
|
+583,367
|
New
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$25.3M
|
+$10.2M
|
+191,554
|
+65%
|
|
|
7
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$25.2M
|
+$3.33M
|
+62,512
|
+15%
|
|
|
8
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$20.4M
|
-$1.99M
|
-37,307
|
-9%
|
|
|
9
|
|
$19.3M
|
+$4.91M
|
+92,055
|
+33%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$18M
|
+$8.02M
|
+150,346
|
+77%
|
|
|
11
|
Pine Grove Financial Group
Woodbury,
Minnesota
|
$12.9M
|
+$126K
|
+2,368
|
+1%
|
|
|
12
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$11.6M
|
+$1.62M
|
+30,324
|
+16%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$3.61M
|
+67,703
|
+54%
|
|
|
14
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$9.97M
|
+$148K
|
+2,776
|
+1%
|
|
|
15
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$9.31M
|
+$9.55M
|
+178,969
|
New
|
|
|
16
|
Advantage Trust Company
Salina,
Kansas
|
$9.08M
|
+$1.06M
|
+19,912
|
+13%
|
|
|
17
|
|
$8.34M
|
+$8.55M
|
+160,225
|
New
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$7.45M
|
+$7.64M
|
+143,175
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$6.93M
|
+$7.1M
|
+133,158
|
New
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.74M
|
-$3.1M
|
-58,095
|
-31%
|
|
|
21
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.63M
|
+$6.8M
|
+127,500
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.3M
|
+$763K
|
+14,309
|
+13%
|
|
|
23
|
WJ Wealth Management
Glendale,
Arizona
|
$5.93M
|
+$6.08M
|
+113,984
|
New
|
|
|
24
|
Perigon Wealth Management
San Francisco,
California
|
$5.23M
|
+$655K
|
+12,273
|
+14%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.75M
|
+$1.31M
|
+24,539
|
+50%
|
|
