|
1
|
Bank of America
Charlotte,
North Carolina
|
$91.5M
|
+$377K
|
+2,197
|
+0.4%
|
|
|
2
|
|
$57.7M
|
-$4.96M
|
-28,892
|
-8%
|
|
|
3
|
James Reed Financial Services
Cleveland,
Ohio
|
$29.2M
|
-$14.6K
|
-85
|
-0.1%
|
|
|
4
|
Lido Advisors
Los Angeles,
California
|
$19.4M
|
+$914K
|
+5,328
|
+5%
|
|
|
5
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$17.8M
|
-$1.91M
|
-11,110
|
-10%
|
|
|
6
|
Strategic Financial Services
Utica,
New York
|
$17.6M
|
-$495K
|
-2,887
|
-3%
|
|
|
7
|
GFS Advisors
Houston,
Texas
|
$17M
|
+$3.43K
|
+20
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$1.82M
|
+10,611
|
+16%
|
|
|
9
|
Rockefeller Capital Management
New York
|
$13M
|
-$66.9K
|
-390
|
-0.5%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$13M
|
+$997K
|
+5,815
|
+9%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
-$235K
|
-1,372
|
-2%
|
|
|
12
|
|
$9.37M
|
-$1.16M
|
-6,763
|
-11%
|
|
|
13
|
|
$7.16M
|
+$1.8M
|
+10,510
|
+35%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.87M
|
-$622K
|
-3,624
|
-10%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.85M
|
-$776K
|
-4,523
|
-12%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.51M
|
-$630K
|
-3,674
|
-11%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.87M
|
-$5.22M
|
-30,439
|
-65%
|
|
|
18
|
Summit Trail Advisors
New York
|
$1.88M
|
–
|
–
|
–
|
|
|
19
|
|
$1.66M
|
+$29.8K
|
+174
|
+2%
|
|
|
20
|
G&S Capital
Denver,
Colorado
|
$1.23M
|
+$61.2K
|
+357
|
+5%
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
22
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.04M
|
–
|
–
|
–
|
|
|
23
|
Raymond James Financial
St Petersburg,
Florida
|
$966K
|
-$4.8K
|
-28
|
-0.5%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$936K
|
+$185K
|
+1,080
|
+26%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$934K
|
-$102K
|
-592
|
-10%
|
|
