|
1
|
Wells Fargo
San Francisco,
California
|
$9.97M
|
+$2.58M
|
+66,651
|
+34%
|
|
|
2
|
|
$6.67M
|
+$1.63M
|
+42,168
|
+31%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$5.2M
|
+$853K
|
+22,067
|
+19%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.16M
|
+$303K
|
+7,842
|
+10%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$3.15M
|
+$2.86M
|
+73,993
|
+779%
|
|
|
6
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.44M
|
+$612K
|
+15,839
|
+33%
|
|
|
7
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$2.43M
|
-$1.61M
|
-41,548
|
-39%
|
|
|
8
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.32M
|
-$122K
|
-3,155
|
-5%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.13M
|
-$31K
|
-801
|
-1%
|
|
|
10
|
Institute for Wealth Management
Denver,
Colorado
|
$1.53M
|
-$10.2K
|
-265
|
-0.7%
|
|
|
11
|
Synergy Asset Management
Vancouver,
Washington
|
$1.51M
|
–
|
–
|
–
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.47M
|
-$150K
|
-3,892
|
-9%
|
|
|
13
|
Palumbo Wealth Management
Great Neck,
New York
|
$1.47M
|
-$16.7K
|
-433
|
-1%
|
|
|
14
|
Apeiron RIA
Dallas,
Texas
|
$1.28M
|
+$1.31M
|
+33,875
|
New
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$1.2M
|
+$1.23M
|
+31,825
|
New
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$680K
|
+$101K
|
+2,606
|
+17%
|
|
|
17
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$680K
|
+$101K
|
+2,606
|
+17%
|
|
|
18
|
Grassi Investment Management
Santa Clara,
California
|
$569K
|
+$773
|
+20
|
+0.1%
|
|
|
19
|
DKM Wealth Management
Stockton,
California
|
$541K
|
+$554K
|
+14,319
|
New
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$539K
|
-$696
|
-18
|
-0.1%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$452K
|
-$6.61K
|
-171
|
-1%
|
|
|
22
|
Ritholtz Wealth Management
New York
|
$275K
|
+$5.92K
|
+153
|
+2%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$235K
|
+$241K
|
+6,222
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$231K
|
+$236K
|
+6,106
|
New
|
|
|
25
|
|
$229K
|
–
|
–
|
–
|
|
