|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$27.2M
|
+$1.2M
|
+42,435
|
+5%
|
|
|
2
|
Forte Capital
Rochester,
New York
|
$22.6M
|
+$177K
|
+6,275
|
+0.8%
|
|
|
3
|
|
$19M
|
-$118K
|
-4,195
|
-0.6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$17.2M
|
+$1.26M
|
+44,665
|
+8%
|
|
|
5
|
Bank of Stockton
Stockton,
California
|
$15.7M
|
-$679K
|
-24,085
|
-4%
|
|
|
6
|
Cardan Capital Partners
Denver,
Colorado
|
$14.9M
|
+$14.3M
|
+506,385
|
+5,026%
|
|
|
7
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$9.08M
|
-$507K
|
-18,000
|
-5%
|
|
|
8
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$8M
|
-$295K
|
-10,455
|
-4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$7.41M
|
-$843K
|
-29,930
|
-10%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.5M
|
+$68.1K
|
+2,415
|
+1%
|
|
|
11
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$6.13M
|
–
|
–
|
–
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$6.02M
|
+$1.62M
|
+57,420
|
+38%
|
|
|
13
|
|
$4.56M
|
+$982K
|
+34,855
|
+28%
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$4.24M
|
+$186K
|
+6,615
|
+5%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.21M
|
-$83K
|
-2,945
|
-2%
|
|
|
16
|
SG Americas Securities
New York
|
$3.8M
|
-$703K
|
-24,950
|
-16%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.59M
|
+$23.1K
|
+820
|
+0.7%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$3.43M
|
-$19.4K
|
-690
|
-0.6%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.8M
|
-$8.31K
|
-295
|
-0.3%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.4M
|
+$29.9K
|
+1,060
|
+1%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.85M
|
+$795K
|
+28,210
|
+78%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.72M
|
-$562K
|
-19,930
|
-25%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.63M
|
+$50.3K
|
+1,785
|
+3%
|
|
|
24
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.63M
|
-$142K
|
-5,040
|
-8%
|
|
|
25
|
Well Done LLC
Holland,
Michigan
|
$946K
|
–
|
–
|
–
|
|
