|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$32.3M
|
-$129K
|
-3,880
|
-0.4%
|
|
|
2
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$23M
|
+$23M
|
+694,940
|
New
|
|
|
3
|
Cardan Capital Partners
Denver,
Colorado
|
$19.9M
|
-$189K
|
-5,710
|
-0.9%
|
|
|
4
|
|
$19.6M
|
-$433K
|
-13,065
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.7M
|
-$447K
|
-13,475
|
-2%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$15.4M
|
+$187K
|
+5,645
|
+1%
|
|
|
7
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$9.37M
|
-$146K
|
-4,410
|
-2%
|
|
|
8
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$8.96M
|
-$48.7K
|
-1,470
|
-0.5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$8.85M
|
+$1.34M
|
+40,330
|
+18%
|
|
|
10
|
Credit Suisse
Zurich,
Switzerland
|
$8.27M
|
+$8.28M
|
+250,000
|
New
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$7.25M
|
+$1.5M
|
+45,245
|
+26%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$6.56M
|
+$23.9K
|
+720
|
+0.4%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.55M
|
+$4.5M
|
+135,685
|
+419%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$5.53M
|
-$1.09M
|
-32,980
|
-16%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.6M
|
+$5.47K
|
+165
|
+0.1%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$4.38M
|
-$57.8K
|
-1,745
|
-1%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.74M
|
-$109K
|
-3,275
|
-3%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$2.94M
|
+$225K
|
+6,775
|
+8%
|
|
|
19
|
|
$2.6M
|
+$1.11M
|
+33,380
|
+73%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2M
|
-$610K
|
-18,415
|
-23%
|
|
|
21
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.87M
|
+$9.28K
|
+280
|
+0.5%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.66M
|
-$883K
|
-26,660
|
-35%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.64M
|
+$904K
|
+27,275
|
+122%
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.31M
|
+$244K
|
+7,355
|
+23%
|
|
|
25
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.15M
|
-$11.1K
|
-335
|
-1%
|
|
