|
1
|
Bank of America
Charlotte,
North Carolina
|
$143M
|
-$1.74M
|
-18,158
|
-1%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$86.9M
|
+$6.33M
|
+66,020
|
+8%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$62.4M
|
+$15.8M
|
+164,950
|
+34%
|
|
|
4
|
SimpliFi Inc
San Diego,
California
|
$26.8M
|
+$680K
|
+7,094
|
+3%
|
|
|
5
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$26.1M
|
+$2.51M
|
+26,204
|
+11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$23.9M
|
-$4.49M
|
-46,894
|
-16%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
-$20.4M
|
-213,128
|
-52%
|
|
|
8
|
Harborview Advisors
Portland,
Maine
|
$15.4M
|
+$984K
|
+10,269
|
+7%
|
|
|
9
|
Mirsky Financial Management
Rochester,
New York
|
$12.9M
|
+$446K
|
+4,655
|
+4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.32M
|
+$2.32M
|
+24,212
|
+33%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$8.87M
|
+$779K
|
+8,130
|
+10%
|
|
|
12
|
Graypoint LLC
Albany,
New York
|
$7.7M
|
+$1.65M
|
+17,236
|
+27%
|
|
|
13
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$6.19M
|
+$466K
|
+4,857
|
+8%
|
|
|
14
|
WJ Wealth Management
Glendale,
Arizona
|
$5.51M
|
+$5.52M
|
+57,613
|
New
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$5.26M
|
+$5.27M
|
+54,948
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.61M
|
-$1.62M
|
-16,860
|
-26%
|
|
|
17
|
Leo Brokerage
Hurst,
Texas
|
$4.52M
|
-$15K
|
-157
|
-0.3%
|
|
|
18
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.03M
|
+$4.03M
|
+42,070
|
New
|
|
|
19
|
|
$4M
|
+$127K
|
+1,328
|
+3%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.94M
|
-$5.39M
|
-56,229
|
-65%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.89M
|
-$1.75M
|
-18,234
|
-38%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$2.64M
|
+$1.16M
|
+12,083
|
+78%
|
|
|
23
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.63M
|
+$187K
|
+1,951
|
+8%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.47M
|
+$2.47M
|
+25,820
|
New
|
|
|
25
|
AJ Wealth Strategies
New York
|
$2.39M
|
–
|
–
|
–
|
|
