|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$23.2M
|
+$2.11M
|
+79,315
|
+10%
|
|
|
2
|
Forte Capital
Rochester,
New York
|
$20.8M
|
+$848K
|
+31,845
|
+4%
|
|
|
3
|
|
$18.6M
|
-$807K
|
-30,275
|
-4%
|
|
|
4
|
Bank of Stockton
Stockton,
California
|
$15.5M
|
-$1.02M
|
-38,175
|
-6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.2M
|
-$1.07M
|
-39,990
|
-7%
|
|
|
6
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$9.2M
|
-$379K
|
-14,245
|
-4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$7.79M
|
+$53.1K
|
+1,995
|
+0.7%
|
|
|
8
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$7.75M
|
-$244K
|
-9,170
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$6.01M
|
-$964K
|
-36,175
|
-14%
|
|
|
10
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$5.91M
|
–
|
–
|
–
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$4.65M
|
+$2.88M
|
+108,115
|
+171%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$4.33M
|
-$1.57M
|
-58,815
|
-27%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.15M
|
-$1.84M
|
-69,005
|
-31%
|
|
|
14
|
SG Americas Securities
New York
|
$4.04M
|
+$506K
|
+19,000
|
+15%
|
|
|
15
|
Atria Investments
Charlotte,
North Carolina
|
$3.82M
|
+$213K
|
+7,995
|
+6%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.33M
|
-$249K
|
-9,330
|
-7%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$3.23M
|
+$262K
|
+9,840
|
+9%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.58M
|
-$3.6K
|
-135
|
-0.1%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.41M
|
-$4.06M
|
-152,330
|
-63%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.18M
|
+$27.2K
|
+1,020
|
+1%
|
|
|
21
|
|
$2.17M
|
+$96.3K
|
+3,615
|
+5%
|
|
|
22
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.73M
|
+$81K
|
+3,040
|
+5%
|
|
|
23
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.4M
|
+$57.9K
|
+2,175
|
+4%
|
|
|
24
|
Citizens Business Bank
Ontario,
California
|
$1.17M
|
-$11.3K
|
-425
|
-1%
|
|
|
25
|
Stephens Inc
Little Rock,
Arkansas
|
$896K
|
-$65K
|
-2,440
|
-7%
|
|
