|
1
|
|
$58.3M
|
-$3.64M
|
-27,044
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$48.3M
|
+$225K
|
+1,669
|
+0.5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.3M
|
+$54.9K
|
+408
|
+0.2%
|
|
|
4
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$15.2M
|
+$22.2K
|
+165
|
+0.2%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$10.6M
|
+$730K
|
+5,427
|
+8%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.64M
|
+$369K
|
+2,743
|
+7%
|
|
|
7
|
|
$4.71M
|
-$273K
|
-2,032
|
-6%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
$4.21M
|
+$525K
|
+3,903
|
+15%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$3.96M
|
+$1.16M
|
+8,599
|
+45%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.18M
|
-$170K
|
-1,263
|
-5%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$1.96M
|
-$22.2K
|
-165
|
-1%
|
|
|
12
|
|
$1.88M
|
+$1.78M
|
+13,227
|
New
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.84M
|
+$1.74M
|
+12,917
|
New
|
|
|
14
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.82M
|
–
|
–
|
–
|
|
|
15
|
Parallel Advisors
San Francisco,
California
|
$1.31M
|
-$5.38K
|
-40
|
-0.4%
|
|
|
16
|
G&S Capital
Denver,
Colorado
|
$1.21M
|
+$16.3K
|
+121
|
+1%
|
|
|
17
|
Bison Wealth
Atlanta,
Georgia
|
$721K
|
-$1.08K
|
-8
|
-0.2%
|
|
|
18
|
Strategic Blueprint
Atlanta,
Georgia
|
$671K
|
-$59.3K
|
-441
|
-9%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$656K
|
-$98.1K
|
-729
|
-14%
|
|
|
20
|
|
$622K
|
-$60.9K
|
-453
|
-9%
|
|
|
21
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$593K
|
-$28.4K
|
-211
|
-5%
|
|
|
22
|
BCGM Wealth Management
Lafayette,
Indiana
|
$593K
|
-$2.56K
|
-19
|
-0.5%
|
|
|
23
|
PGIM Custom Harvest
Newark,
New Jersey
|
$524K
|
+$496K
|
+3,684
|
New
|
|
|
24
|
Client 1st Advisory Group
Dunedin,
Florida
|
$512K
|
-$20.9K
|
-155
|
-4%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$436K
|
+$252K
|
+1,875
|
+158%
|
|
