|
1
|
|
$41.7M
|
+$8.85M
|
+385,607
|
+27%
|
|
|
2
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.22M
|
+$2.22M
|
+96,835
|
+55%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$5.86M
|
+$384K
|
+16,712
|
+7%
|
|
|
4
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.46M
|
-$1.28M
|
-55,808
|
-19%
|
|
|
5
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$5.19M
|
+$2.36K
|
+103
|
+0%
|
|
|
6
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$5.15M
|
-$13K
|
-565
|
-0.2%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$5.03M
|
+$56K
|
+2,440
|
+1%
|
|
|
8
|
AXS Investments
Port Chester,
New York
|
$4.85M
|
-$1.39M
|
-60,713
|
-22%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$4.42M
|
+$1.14M
|
+49,793
|
+35%
|
|
|
10
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$4.37M
|
+$573K
|
+24,954
|
+15%
|
|
|
11
|
Leslie Global Wealth
Itasca,
Illinois
|
$3.75M
|
+$233K
|
+10,153
|
+7%
|
|
|
12
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.7M
|
+$2.47M
|
+107,817
|
+198%
|
|
|
13
|
Trajan Wealth
Scottsdale,
Arizona
|
$2.21M
|
-$136K
|
-5,935
|
-6%
|
|
|
14
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$2.16M
|
+$21K
|
+915
|
+1%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.88M
|
-$23.3K
|
-1,017
|
-1%
|
|
|
16
|
Integral Investment Advisors
Turlock,
California
|
$1.84M
|
+$691K
|
+30,129
|
+60%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$1.83M
|
+$103K
|
+4,490
|
+6%
|
|
|
18
|
Gotham Asset Management
New York
|
$1.79M
|
+$849K
|
+37,005
|
+89%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$1.38M
|
+$20.2K
|
+880
|
+1%
|
|
|
20
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$1.36M
|
-$53.9K
|
-2,350
|
-4%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.09M
|
-$4.2K
|
-183
|
-0.4%
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$777K
|
+$783K
|
+34,100
|
New
|
|
|
23
|
SBI Securities
Tokyo,
Japan
|
$763K
|
+$235K
|
+10,238
|
+44%
|
|
|
24
|
Comerica Bank
Dallas,
Texas
|
$747K
|
+$12.6K
|
+549
|
+2%
|
|
|
25
|
Seed Wealth Management
Evanston,
Illinois
|
$700K
|
-$62.5K
|
-2,725
|
-8%
|
|
