|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$16.1M
|
+$1.05M
|
+46,922
|
+7%
|
|
|
2
|
Lattice Strategies
Wayne,
Pennsylvania
|
$14.9M
|
-$3.22M
|
-144,340
|
-18%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.7M
|
+$1.25M
|
+55,996
|
+23%
|
|
|
4
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.19M
|
+$66.1K
|
+2,962
|
+2%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.13M
|
+$3.17M
|
+142,000
|
New
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.88M
|
+$1.9M
|
+85,119
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$1.87M
|
-$2.53M
|
-113,364
|
-57%
|
|
|
8
|
|
$1.31M
|
-$865K
|
-38,757
|
-39%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$756K
|
+$373K
|
+16,708
|
+95%
|
|
|
10
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$673K
|
+$653K
|
+29,262
|
New
|
|
|
11
|
Advisor Group
Phoenix,
Arizona
|
$457K
|
+$285K
|
+12,776
|
+161%
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$452K
|
+$458K
|
+20,508
|
New
|
|
|
13
|
Executive Wealth Management
Brighton,
Michigan
|
$354K
|
+$358K
|
+16,064
|
New
|
|
|
14
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$347K
|
+$180K
|
+8,084
|
+106%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$272K
|
+$225K
|
+10,107
|
+449%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$259K
|
-$383K
|
-17,153
|
-59%
|
|
|
17
|
D.A. Davidson & Co
Great Falls,
Montana
|
$255K
|
+$6.69K
|
+300
|
+3%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$228K
|
-$476K
|
-21,348
|
-67%
|
|
|
19
|
Northwest Wealth Management
Spencer,
Iowa
|
$43K
|
+$43.8K
|
+1,962
|
New
|
|
|
20
|
Pin Oak Investment Advisors
Houston,
Texas
|
$13K
|
-$8.34K
|
-374
|
-39%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
22
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
23
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6K
|
–
|
–
|
–
|
|
|
24
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
+$89
|
+4
|
+2%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.42M
|
-104,586
|
Closed
|
|
