|
1
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
+$111K
|
+3,383
|
+0.9%
|
|
|
2
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.5M
|
-$4.31M
|
-131,836
|
-28%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
-$178K
|
-5,432
|
-2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
-$2.02M
|
-61,719
|
-18%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$9.02M
|
-$4.6M
|
-140,797
|
-36%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.87M
|
+$173K
|
+5,305
|
+2%
|
|
|
7
|
Hartford Financial Management
Hartford,
Connecticut
|
$6.44M
|
+$24.9K
|
+763
|
+0.4%
|
|
|
8
|
Appleton Partners
Boston,
Massachusetts
|
$4.33M
|
+$183K
|
+5,598
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.27M
|
+$1.62M
|
+49,489
|
+120%
|
|
|
10
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.91M
|
+$127K
|
+3,876
|
+5%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.54M
|
+$73.4K
|
+2,246
|
+3%
|
|
|
12
|
First Pacific Financial
Vancouver,
Washington
|
$2.18M
|
-$209K
|
-6,404
|
-10%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$1.77M
|
-$430K
|
-13,166
|
-21%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.71M
|
+$1.55M
|
+47,535
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.7M
|
-$150K
|
-4,599
|
-9%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.55M
|
-$464K
|
-14,184
|
-25%
|
|
|
17
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$1.53M
|
-$980K
|
-29,969
|
-41%
|
|
|
18
|
|
$1.43M
|
+$209K
|
+6,406
|
+19%
|
|
|
19
|
|
$1.42M
|
+$885K
|
+27,061
|
+219%
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$1.37M
|
+$969K
|
+29,643
|
+356%
|
|
|
21
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.1M
|
-$4.84K
|
-148
|
-0.5%
|
|
|
22
|
GeoWealth Management
Chicago,
Illinois
|
$917K
|
-$3.04K
|
-93
|
-0.4%
|
|
|
23
|
Pinnacle Associates
New York
|
$807K
|
-$110K
|
-3,375
|
-13%
|
|
|
24
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$807K
|
-$110K
|
-3,375
|
-13%
|
|
|
25
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$719K
|
-$110K
|
-3,367
|
-14%
|
|
