|
1
|
Corient Private Wealth
Miami,
Florida
|
$20.5M
|
-$313K
|
-17,304
|
-32%
|
|
|
2
|
Evanson Financial
Mclean,
Virginia
|
$20.5M
|
+$657K
|
+36,343
|
New
|
|
|
3
|
Gemmer Asset Management
Walnut Creek,
California
|
$6.8M
|
-$1.63K
|
-90
|
-0.7%
|
|
|
4
|
Wealthspire Advisors (New York)
New York
|
$2.82M
|
+$2.76M
|
+152,924
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$2.04M
|
-$298K
|
-16,501
|
-13%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.4M
|
-$6.94M
|
-383,811
|
-84%
|
|
|
7
|
Merit Financial Group
Alpharetta,
Georgia
|
$952K
|
-$64.4K
|
-3,562
|
-6%
|
|
|
8
|
|
$942K
|
-$17.1K
|
-945
|
-2%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$846K
|
+$36.5K
|
+2,019
|
+5%
|
|
|
10
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$728K
|
+$506
|
+28
|
+2%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$491K
|
+$481K
|
+26,606
|
New
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$461K
|
-$43.7K
|
-2,416
|
-9%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$376K
|
-$90.4K
|
-5,000
|
-20%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$357K
|
-$531K
|
-29,384
|
-60%
|
|
|
15
|
Wealthfront Advisers
Palo Alto,
California
|
$338K
|
-$831
|
-46
|
-0.3%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$287K
|
+$11.6K
|
+643
|
+4%
|
|
|
17
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$279K
|
-$18.1K
|
-1,000
|
-6%
|
|
|
18
|
AQR Capital Management
Greenwich,
Connecticut
|
$275K
|
-$12.3K
|
-679
|
-4%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$243K
|
-$15.8K
|
-873
|
-6%
|
|
|
20
|
Forum Finance Group
Geneva,
|
$236K
|
-$62.5K
|
-3,458
|
-18%
|
|
|
21
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$226K
|
+$221K
|
+12,250
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$208K
|
-$152K
|
-8,395
|
-43%
|
|
|
23
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$197K
|
+$578
|
+32
|
+0.3%
|
|
|
24
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$195K
|
–
|
–
|
–
|
|
|
25
|
Goelzer Investment Management
Carmel,
Indiana
|
$194K
|
+$190K
|
+10,530
|
New
|
|
