|
1
|
Schiavi & Co
Wilmington,
Delaware
|
$73.5M
|
-$1.49M
|
-27,412
|
-2%
|
|
|
2
|
Austin Wealth Management
Austin,
Texas
|
$32.7M
|
+$320K
|
+5,877
|
+1%
|
|
|
3
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$12.7M
|
-$109K
|
-1,999
|
-0.9%
|
|
|
4
|
Marshall Investment Management
Littleton,
Colorado
|
$8.92M
|
+$8.41M
|
+154,199
|
+3,529%
|
|
|
5
|
Williams & Novak
Westlake Village,
California
|
$8.24M
|
+$6.27K
|
+115
|
+0.1%
|
|
|
6
|
EntreWealth
Austin,
Texas
|
$7.18M
|
+$738K
|
+13,537
|
+12%
|
|
|
7
|
Financial Consulate
Hunt Valley,
Maryland
|
$5.46M
|
+$1.83M
|
+33,498
|
+53%
|
|
|
8
|
|
$4.98M
|
+$1.93M
|
+35,443
|
+67%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$4.68M
|
+$4.54M
|
+83,183
|
New
|
|
|
10
|
|
$2.85M
|
+$2.47M
|
+45,295
|
+844%
|
|
|
11
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2.57M
|
+$20.9K
|
+383
|
+0.8%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$1.59M
|
-$32K
|
-587
|
-2%
|
|
|
13
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.52M
|
-$79.3K
|
-1,454
|
-5%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.46M
|
+$1.41M
|
+25,911
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.14M
|
+$272K
|
+4,987
|
+33%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$772K
|
+$175K
|
+3,217
|
+31%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$772K
|
+$289K
|
+5,292
|
+63%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$725K
|
-$394K
|
-7,220
|
-36%
|
|
|
19
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$672K
|
+$128K
|
+2,346
|
+24%
|
|
|
20
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$538K
|
+$521K
|
+9,560
|
New
|
|
|
21
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$525K
|
+$509K
|
+9,335
|
New
|
|
|
22
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$488K
|
+$9.65K
|
+177
|
+2%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$199K
|
–
|
–
|
–
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$168K
|
+$62K
|
+1,137
|
+61%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$125K
|
–
|
–
|
–
|
|
