|
1
|
|
$3.44M
|
+$2.51M
|
+45,080
|
+269%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$3.25M
|
-$707K
|
-12,715
|
-18%
|
|
|
3
|
Appleton Partners
Boston,
Massachusetts
|
$2.6M
|
-$145K
|
-2,611
|
-5%
|
|
|
4
|
Flow Traders U.S.
New York
|
$1.76M
|
+$1.11M
|
+19,944
|
+171%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$980K
|
+$14.5K
|
+261
|
+2%
|
|
|
6
|
|
$816K
|
-$410K
|
-7,383
|
-33%
|
|
|
7
|
Aspiriant LLC
Los Angeles,
California
|
$799K
|
–
|
–
|
–
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$797K
|
-$778
|
-14
|
-0.1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$794K
|
+$111K
|
+1,988
|
+16%
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$775K
|
+$107K
|
+1,919
|
+16%
|
|
|
11
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$767K
|
+$767K
|
+13,798
|
New
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$749K
|
-$77.1K
|
-1,387
|
-9%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$722K
|
+$722K
|
+12,981
|
New
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$597K
|
+$597K
|
+10,742
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$546K
|
–
|
–
|
–
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$518K
|
+$10.7K
|
+193
|
+2%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$414K
|
-$1.15M
|
-20,601
|
-73%
|
|
|
18
|
Lutz Financial Services
Omaha,
Nebraska
|
$285K
|
–
|
–
|
–
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$237K
|
-$20.8K
|
-374
|
-8%
|
|
|
20
|
KWB Wealth
Redlands,
California
|
$233K
|
–
|
–
|
–
|
|
|
21
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$218K
|
-$72.3K
|
-1,300
|
-25%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$109K
|
–
|
–
|
–
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$84.4K
|
+$66.8K
|
+1,202
|
+379%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.5K
|
–
|
–
|
–
|
|
|
25
|
|
$21.1K
|
–
|
–
|
–
|
|
