|
1
|
|
$13.1M
|
+$2.67M
|
+59,767
|
+24%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.16M
|
-$2.24M
|
-50,118
|
-35%
|
|
|
3
|
|
$3.46M
|
-$3.08M
|
-68,947
|
-46%
|
|
|
4
|
One Wealth Advisors
San Francisco,
California
|
$1.88M
|
-$264K
|
-5,930
|
-12%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.87M
|
+$270K
|
+6,043
|
+16%
|
|
|
6
|
WealthSource Partners
San Luis Obispo,
California
|
$1.42M
|
+$262K
|
+5,876
|
+21%
|
|
|
7
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.23M
|
+$148K
|
+3,319
|
+13%
|
|
|
8
|
Merit Financial Group
Alpharetta,
Georgia
|
$885K
|
+$41.4K
|
+928
|
+5%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$853K
|
+$49.2K
|
+1,102
|
+6%
|
|
|
10
|
WR Wealth Planners
Columbia,
Missouri
|
$791K
|
+$40.5K
|
+908
|
+5%
|
|
|
11
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$639K
|
-$33.4K
|
-748
|
-5%
|
|
|
12
|
Wealth Alliance
Mellville,
New York
|
$526K
|
-$101K
|
-2,262
|
-16%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$438K
|
+$36.1K
|
+809
|
+9%
|
|
|
14
|
Values Added Financial
Washington,
District of Columbia
|
$426K
|
+$45.4K
|
+1,018
|
+11%
|
|
|
15
|
Advisory Services Network
Atlanta,
Georgia
|
$414K
|
+$28.1K
|
+629
|
+7%
|
|
|
16
|
One Advisory Partners
Overland Park,
Kansas
|
$390K
|
+$407K
|
+9,125
|
New
|
|
|
17
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$384K
|
-$70.2K
|
-1,573
|
-15%
|
|
|
18
|
High Falls Advisors
Rochester,
New York
|
$351K
|
+$115K
|
+2,576
|
+46%
|
|
|
19
|
Flow Traders U.S.
New York
|
$332K
|
-$1.62M
|
-36,432
|
-82%
|
|
|
20
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$321K
|
+$334K
|
+7,495
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$272K
|
-$11.6K
|
-259
|
-4%
|
|
|
22
|
My Legacy Advisors
Bend,
Oregon
|
$266K
|
-$100K
|
-2,249
|
-26%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$258K
|
+$58.6K
|
+1,314
|
+28%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$228K
|
+$48.5K
|
+1,088
|
+26%
|
|
|
25
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$228K
|
+$27.9K
|
+625
|
+13%
|
|
