|
1
|
William Blair & Company
Chicago,
Illinois
|
$4.2M
|
-$1.21M
|
-26,087
|
-22%
|
|
|
2
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.37M
|
+$160K
|
+3,465
|
+5%
|
|
|
3
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$2.52M
|
+$2.56M
|
+55,371
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$2.31M
|
+$224K
|
+4,835
|
+11%
|
|
|
5
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$2.28M
|
-$53.9K
|
-1,166
|
-2%
|
|
|
6
|
SFI Advisors
Montclair,
New Jersey
|
$2.24M
|
+$2.55M
|
+55,061
|
New
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.49M
|
+$163K
|
+3,531
|
+12%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$802K
|
-$10.2K
|
-220
|
-1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$720K
|
-$333K
|
-7,188
|
-31%
|
|
|
10
|
Tower Research Capital (TRC)
New York
|
$637K
|
+$247K
|
+5,330
|
+61%
|
|
|
11
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$604K
|
+$49.8K
|
+1,077
|
+9%
|
|
|
12
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$604K
|
+$113K
|
+2,442
|
+23%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$499K
|
+$508K
|
+10,983
|
New
|
|
|
14
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$490K
|
+$20.6K
|
+445
|
+4%
|
|
|
15
|
RFG Advisory
Birmingham,
Alabama
|
$471K
|
+$58.4K
|
+1,262
|
+14%
|
|
|
16
|
3D/L Capital Management
Hartford,
Connecticut
|
$413K
|
+$6.66K
|
+144
|
+2%
|
|
|
17
|
Tidal Investments
Milwaukee,
Wisconsin
|
$387K
|
-$51.5K
|
-1,114
|
-12%
|
|
|
18
|
Better Money Decisions
Santa Fe,
New Mexico
|
$387K
|
+$879
|
+19
|
+0.2%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$372K
|
+$96.6K
|
+2,087
|
+34%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$339K
|
+$17.3K
|
+373
|
+5%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$288K
|
+$20.7K
|
+447
|
+8%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$240K
|
+$244K
|
+5,284
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$213K
|
-$659K
|
-14,248
|
-75%
|
|
|
24
|
Meeder Asset Management
Dublin,
Ohio
|
$173K
|
–
|
–
|
–
|
|
|
25
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$167K
|
-$88K
|
-1,901
|
-34%
|
|
