|
1
|
|
$56.7M
|
-$5.54M
|
-47,208
|
-9%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46M
|
-$726K
|
-6,192
|
-2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.1M
|
+$890K
|
+7,593
|
+4%
|
|
|
4
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$13.1M
|
+$383K
|
+3,269
|
+3%
|
|
|
5
|
MA Private Wealth
San Carlos,
California
|
$7.18M
|
-$47.7K
|
-407
|
-0.7%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$5.59M
|
+$475K
|
+4,048
|
+10%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.25M
|
-$1.27M
|
-10,795
|
-20%
|
|
|
8
|
|
$4.77M
|
-$1.84M
|
-15,694
|
-29%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.41M
|
-$237K
|
-2,018
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$4.16M
|
-$428K
|
-3,653
|
-10%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$3.85M
|
+$2.09M
|
+17,793
|
+131%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$3.17M
|
-$345K
|
-2,938
|
-10%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.7M
|
+$2.03M
|
+17,330
|
+369%
|
|
|
14
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.09M
|
+$4.31M
|
+36,758
|
+18,019%
|
|
|
15
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.56M
|
–
|
–
|
–
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$1.38M
|
-$11.7K
|
-100
|
-0.9%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$1.22M
|
-$184K
|
-1,572
|
-14%
|
|
|
18
|
G&S Capital
Denver,
Colorado
|
$1.09M
|
-$27.4K
|
-234
|
-3%
|
|
|
19
|
Certus Wealth Management
Redwood City,
California
|
$1.08M
|
+$1.03M
|
+8,826
|
New
|
|
|
20
|
Strategic Blueprint
Atlanta,
Georgia
|
$742K
|
-$164K
|
-1,398
|
-19%
|
|
|
21
|
Bison Wealth
Atlanta,
Georgia
|
$635K
|
+$607K
|
+5,175
|
New
|
|
|
22
|
WealthShield Partners
Cary,
North Carolina
|
$630K
|
+$340K
|
+2,897
|
+130%
|
|
|
23
|
|
$597K
|
+$570K
|
+4,864
|
New
|
|
|
24
|
Client 1st Advisory Group
Dunedin,
Florida
|
$551K
|
-$38.3K
|
-327
|
-7%
|
|
|
25
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$538K
|
+$514K
|
+4,382
|
New
|
|
