|
1
|
|
$57.6M
|
-$4.14M
|
-34,293
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$44.5M
|
+$36.2K
|
+300
|
+0.1%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.5M
|
-$155K
|
-1,285
|
-0.7%
|
|
|
4
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$14.1M
|
-$8.09K
|
-67
|
-0.1%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$9.15M
|
+$8.37M
|
+69,383
|
New
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.87M
|
+$179K
|
+1,485
|
+4%
|
|
|
7
|
|
$4.64M
|
+$343K
|
+2,843
|
+9%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$3.39M
|
-$512K
|
-4,247
|
-14%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.11M
|
-$83.5K
|
-692
|
-3%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$2.54M
|
+$1.64M
|
+13,574
|
+240%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.84M
|
-$241K
|
-2,000
|
-13%
|
|
|
12
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.69M
|
–
|
–
|
–
|
|
|
13
|
|
$1.41M
|
-$2.85M
|
-23,592
|
-69%
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$1.22M
|
-$172K
|
-1,423
|
-13%
|
|
|
15
|
Hilltop Holdings
Dallas,
Texas
|
$1.14M
|
+$1.05M
|
+8,664
|
New
|
|
|
16
|
G&S Capital
Denver,
Colorado
|
$1.1M
|
-$60.7K
|
-503
|
-6%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$704K
|
-$59.1K
|
-490
|
-8%
|
|
|
18
|
Strategic Blueprint
Atlanta,
Georgia
|
$680K
|
-$69.9K
|
-579
|
-10%
|
|
|
19
|
Bison Wealth
Atlanta,
Georgia
|
$670K
|
+$2.9K
|
+24
|
+0.5%
|
|
|
20
|
|
$636K
|
-$8.57K
|
-71
|
-1%
|
|
|
21
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$578K
|
–
|
–
|
–
|
|
|
22
|
BCGM Wealth Management
Lafayette,
Indiana
|
$552K
|
+$120K
|
+998
|
+31%
|
|
|
23
|
Client 1st Advisory Group
Dunedin,
Florida
|
$495K
|
-$26.2K
|
-217
|
-5%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$438K
|
-$9.17K
|
-76
|
-2%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$384K
|
+$113K
|
+938
|
+48%
|
|
