|
1
|
|
$55.3M
|
+$1.11M
|
+8,982
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$39.6M
|
-$4.59M
|
-37,294
|
-10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.2M
|
-$2.01M
|
-16,335
|
-9%
|
|
|
4
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$12.6M
|
+$61K
|
+495
|
+0.5%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.16M
|
-$59.9K
|
-486
|
-1%
|
|
|
6
|
|
$4.03M
|
+$4.23M
|
+34,293
|
New
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.96M
|
+$1.44M
|
+11,679
|
+53%
|
|
|
8
|
|
$3.79M
|
-$808K
|
-6,556
|
-17%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$3.51M
|
-$1.93M
|
-15,648
|
-34%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.85M
|
-$1.18M
|
-9,573
|
-28%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.87M
|
-$1.22M
|
-9,898
|
-38%
|
|
|
12
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.5M
|
+$10.5K
|
+85
|
+0.7%
|
|
|
13
|
Parallel Advisors
San Francisco,
California
|
$1.25M
|
-$67K
|
-544
|
-5%
|
|
|
14
|
G&S Capital
Denver,
Colorado
|
$1.04M
|
+$1.11K
|
+9
|
+0.1%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1M
|
+$1.05M
|
+8,523
|
New
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$756K
|
+$354K
|
+2,877
|
+81%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$684K
|
-$4.53M
|
-36,792
|
-86%
|
|
|
18
|
Strategic Blueprint
Atlanta,
Georgia
|
$673K
|
-$38.1K
|
-309
|
-5%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$663K
|
-$3.17M
|
-25,695
|
-82%
|
|
|
20
|
Bison Wealth
Atlanta,
Georgia
|
$593K
|
-$14.8K
|
-120
|
-2%
|
|
|
21
|
|
$574K
|
+$3.57K
|
+29
|
+0.6%
|
|
|
22
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$514K
|
–
|
–
|
–
|
|
|
23
|
Client 1st Advisory Group
Dunedin,
Florida
|
$466K
|
-$63.5K
|
-515
|
-11%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$399K
|
-$29.3K
|
-238
|
-7%
|
|
|
25
|
MA Private Wealth
San Carlos,
California
|
$378K
|
-$6.81M
|
-55,247
|
-94%
|
|
