|
1
|
Appleton Partners
Boston,
Massachusetts
|
$2.96M
|
-$584K
|
-10,542
|
-15%
|
|
|
2
|
|
$2.65M
|
-$506K
|
-9,139
|
-15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$2.62M
|
+$2.31M
|
+41,756
|
+427%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.39M
|
-$426K
|
-7,700
|
-14%
|
|
|
5
|
Old Mission Capital
Chicago,
Illinois
|
$1.19M
|
+$23K
|
+416
|
+2%
|
|
|
6
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$925K
|
-$22.9K
|
-413
|
-2%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$897K
|
+$962K
|
+17,369
|
New
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$889K
|
+$499K
|
+9,012
|
+106%
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
$831K
|
-$53K
|
-957
|
-5%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$794K
|
-$941
|
-17
|
-0.1%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$731K
|
–
|
–
|
–
|
|
|
12
|
Upper Left Wealth Management
Tampa,
Florida
|
$617K
|
–
|
–
|
–
|
|
|
13
|
Cabot Wealth Management
Salem,
Massachusetts
|
$572K
|
-$44.8K
|
-809
|
-7%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$499K
|
–
|
–
|
–
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$493K
|
-$14K
|
-253
|
-3%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$491K
|
+$535K
|
+9,666
|
New
|
|
|
17
|
Flow Traders U.S.
New York
|
$476K
|
-$450K
|
-8,136
|
-46%
|
|
|
18
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$276K
|
-$198K
|
-3,575
|
-40%
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$272K
|
-$38.6K
|
-698
|
-12%
|
|
|
20
|
Lutz Financial Services
Omaha,
Nebraska
|
$260K
|
-$2.99K
|
-54
|
-1%
|
|
|
21
|
Raleigh Capital Management
Cary,
North Carolina
|
$131K
|
-$388
|
-7
|
-0.3%
|
|
|
22
|
|
$128K
|
+$21.5K
|
+388
|
+18%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$105K
|
+$4.59K
|
+83
|
+4%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$97K
|
-$7.36K
|
-133
|
-7%
|
|
|
25
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$65K
|
–
|
–
|
–
|
|
