|
1
|
LPL Financial
San Diego,
California
|
$3.8M
|
+$1.05M
|
+19,682
|
+38%
|
|
|
2
|
Appleton Partners
Boston,
Massachusetts
|
$2.63M
|
-$478K
|
-8,994
|
-15%
|
|
|
3
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
-$1.01M
|
-18,897
|
-40%
|
|
|
4
|
|
$1.18M
|
+$1.04M
|
+19,544
|
+776%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$997K
|
–
|
–
|
–
|
|
|
6
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$974K
|
+$213
|
+4
|
+0%
|
|
|
7
|
|
$897K
|
-$1.88M
|
-35,409
|
-68%
|
|
|
8
|
Comerica Bank
Dallas,
Texas
|
$816K
|
-$112K
|
-2,111
|
-13%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$794K
|
-$39.8K
|
-748
|
-5%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$768K
|
–
|
–
|
–
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$767K
|
-$167K
|
-3,143
|
-18%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$657K
|
+$139K
|
+2,611
|
+27%
|
|
|
13
|
Cabot Wealth Management
Salem,
Massachusetts
|
$643K
|
+$40.8K
|
+768
|
+7%
|
|
|
14
|
Flow Traders U.S.
New York
|
$622K
|
+$121K
|
+2,269
|
+24%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$525K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$487K
|
+$477K
|
+8,959
|
+5,635%
|
|
|
17
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$279K
|
-$10.6K
|
-200
|
-4%
|
|
|
18
|
Lutz Financial Services
Omaha,
Nebraska
|
$274K
|
+$53
|
+1
|
+0%
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$249K
|
-$37.7K
|
-709
|
-13%
|
|
|
20
|
KWB Wealth
Redlands,
California
|
$233K
|
+$232K
|
+4,370
|
New
|
|
|
21
|
Raleigh Capital Management
Cary,
North Carolina
|
$139K
|
+$1.49K
|
+28
|
+1%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$103K
|
-$5.32K
|
-100
|
-5%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$102K
|
–
|
–
|
–
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$44K
|
-$9.1K
|
-171
|
-17%
|
|
|
25
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$23.2K
|
+$23.1K
|
+435
|
New
|
|
