|
1
|
Valley Wealth Managers
Paramus,
New Jersey
|
$2.93M
|
+$3.15M
|
+43,260
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.55M
|
-$1.61M
|
-22,050
|
-37%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$2.48M
|
-$33.9K
|
-465
|
-1%
|
|
|
4
|
|
$2.34M
|
-$6.89M
|
-94,575
|
-73%
|
|
|
5
|
|
$2.13M
|
-$2.63M
|
-36,108
|
-53%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.01M
|
-$2.8M
|
-38,373
|
-56%
|
|
|
7
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.84M
|
+$1.98M
|
+27,204
|
New
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$1.36M
|
+$1.46M
|
+20,000
|
+18,692%
|
|
|
9
|
Apriem Advisors
Irvine,
California
|
$1.34M
|
+$835K
|
+11,454
|
+138%
|
|
|
10
|
SG Americas Securities
New York
|
$1.32M
|
-$1.97M
|
-26,970
|
-58%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.32M
|
-$1.23M
|
-16,816
|
-46%
|
|
|
12
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$1.25M
|
+$1.35M
|
+18,535
|
New
|
|
|
13
|
Virtu KCG Holdings
New York
|
$1.23M
|
+$780K
|
+10,707
|
+143%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$1.03M
|
+$1.11M
|
+15,300
|
New
|
|
|
15
|
Lesa Sroufe & Co
Seattle,
Washington
|
$872K
|
+$939K
|
+12,890
|
New
|
|
|
16
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$598K
|
+$166K
|
+2,276
|
+35%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$564K
|
+$608K
|
+8,345
|
New
|
|
|
18
|
LVW Advisors
Pittsford,
New York
|
$538K
|
+$579K
|
+7,949
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$392K
|
+$423K
|
+5,799
|
New
|
|
|
20
|
Courage Miller Partners
Norfolk,
Virginia
|
$347K
|
+$374K
|
+5,131
|
New
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$342K
|
+$111K
|
+1,522
|
+43%
|
|
|
22
|
EP Wealth Advisors
Torrance,
California
|
$250K
|
+$269K
|
+3,690
|
New
|
|
|
23
|
Aspiriant Holdings S3
Los Angeles,
California
|
$243K
|
-$4.37K
|
-60
|
-2%
|
|
|
24
|
Suntrust Banks
Atlanta,
Georgia
|
$217K
|
+$235K
|
+3,220
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$151K
|
-$6.12M
|
-83,940
|
-97%
|
|
