|
1
|
Wells Fargo
San Francisco,
California
|
$7.26M
|
+$495K
|
+14,147
|
+8%
|
|
|
2
|
|
$4.95M
|
+$2.05M
|
+58,660
|
+77%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$4.25M
|
-$11.8K
|
-336
|
-0.3%
|
|
|
4
|
Financial Enhancement Group
Anderson,
Indiana
|
$4M
|
+$5.22M
|
+149,141
|
New
|
|
|
5
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$3.9M
|
+$280K
|
+8,010
|
+8%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.79M
|
+$188K
|
+5,366
|
+8%
|
|
|
7
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.38M
|
+$1.45M
|
+41,494
|
+179%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.1M
|
-$2.53M
|
-72,217
|
-56%
|
|
|
9
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.79M
|
+$585K
|
+16,735
|
+52%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.58M
|
+$477K
|
+13,648
|
+47%
|
|
|
11
|
Synergy Asset Management
Vancouver,
Washington
|
$1.51M
|
+$1.43M
|
+40,937
|
New
|
|
|
12
|
Institute for Wealth Management
Denver,
Colorado
|
$1.49M
|
-$44.1K
|
-1,261
|
-3%
|
|
|
13
|
Palumbo Wealth Management
Great Neck,
New York
|
$1.44M
|
-$13.7K
|
-391
|
-1%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$822K
|
-$28.2K
|
-807
|
-3%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$566K
|
+$67.5K
|
+1,930
|
+14%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$566K
|
+$67.5K
|
+1,930
|
+14%
|
|
|
17
|
Old Mission Capital
Chicago,
Illinois
|
$556K
|
+$137K
|
+3,913
|
+35%
|
|
|
18
|
Grassi Investment Management
Santa Clara,
California
|
$554K
|
-$14K
|
-400
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$525K
|
+$315K
|
+9,000
|
+171%
|
|
|
20
|
Harbour Investments
Madison,
Wisconsin
|
$446K
|
-$42.5K
|
-1,216
|
-9%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$349K
|
–
|
–
|
–
|
|
|
22
|
Ritholtz Wealth Management
New York
|
$262K
|
+$4.02K
|
+115
|
+2%
|
|
|
23
|
|
$223K
|
-$590K
|
-16,863
|
-74%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$127K
|
+$50.4K
|
+1,440
|
+72%
|
|
|
25
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$98.2K
|
+$770
|
+22
|
+0.8%
|
|
