|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$20M
|
+$889K
|
+35,535
|
+5%
|
|
|
2
|
Forte Capital
Rochester,
New York
|
$18.9M
|
-$1.15M
|
-45,885
|
-6%
|
|
|
3
|
|
$18.5M
|
-$878K
|
-35,100
|
-5%
|
|
|
4
|
Bank of Stockton
Stockton,
California
|
$15.7M
|
-$1.61M
|
-64,375
|
-10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.6M
|
-$1.44M
|
-57,480
|
-9%
|
|
|
6
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$9.11M
|
-$140K
|
-5,595
|
-2%
|
|
|
7
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$7.65M
|
-$336K
|
-13,445
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.35M
|
-$832K
|
-33,265
|
-10%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.64M
|
-$1.47M
|
-58,820
|
-19%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.22M
|
+$517K
|
+20,685
|
+9%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.72M
|
+$68.8K
|
+2,750
|
+1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$5.63M
|
-$1.26M
|
-50,325
|
-19%
|
|
|
13
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$5.62M
|
–
|
–
|
–
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.47M
|
-$101K
|
-4,035
|
-3%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$3.43M
|
+$114K
|
+4,540
|
+4%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.4M
|
-$690K
|
-27,590
|
-17%
|
|
|
17
|
SG Americas Securities
New York
|
$3.35M
|
+$587K
|
+23,480
|
+22%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$2.82M
|
+$1.12M
|
+44,950
|
+70%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.46M
|
-$157K
|
-6,270
|
-6%
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.34M
|
+$2.27M
|
+90,760
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.04M
|
+$351K
|
+14,020
|
+21%
|
|
|
22
|
|
$1.96M
|
+$98.8K
|
+3,950
|
+5%
|
|
|
23
|
MSI Financial Services
Springfield,
Massachusetts
|
$1.75M
|
-$343K
|
-13,705
|
-17%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.63M
|
-$855K
|
-34,205
|
-35%
|
|
|
25
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.56M
|
-$47.1K
|
-1,885
|
-3%
|
|
