|
1
|
|
$59.1M
|
+$2.72M
|
+19,785
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$49.3M
|
+$2.61M
|
+18,951
|
+6%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$25M
|
+$1.51M
|
+10,957
|
+6%
|
|
|
4
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$14.8M
|
+$107K
|
+776
|
+0.7%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$12.2M
|
+$1.95M
|
+14,156
|
+19%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.89M
|
+$431K
|
+3,137
|
+8%
|
|
|
7
|
|
$5.71M
|
+$3.9M
|
+28,327
|
+214%
|
|
|
8
|
|
$5.28M
|
+$729K
|
+5,299
|
+16%
|
|
|
9
|
Lido Advisors
Los Angeles,
California
|
$4.26M
|
+$186K
|
+1,355
|
+5%
|
|
|
10
|
|
$3.28M
|
+$3.28M
|
+23,850
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3M
|
-$72.5K
|
-527
|
-2%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$1.82M
|
-$72.6K
|
-528
|
-4%
|
|
|
13
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.76M
|
-$3.44K
|
-25
|
-0.2%
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$1.18M
|
-$85.5K
|
-622
|
-7%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.11M
|
+$1.11M
|
+8,085
|
New
|
|
|
16
|
G&S Capital
Denver,
Colorado
|
$1.11M
|
-$88K
|
-640
|
-8%
|
|
|
17
|
Bison Wealth
Atlanta,
Georgia
|
$721K
|
–
|
–
|
–
|
|
|
18
|
|
$623K
|
+$22.4K
|
+163
|
+4%
|
|
|
19
|
Strategic Blueprint
Atlanta,
Georgia
|
$588K
|
-$60.2K
|
-438
|
-9%
|
|
|
20
|
BCGM Wealth Management
Lafayette,
Indiana
|
$568K
|
-$5.23K
|
-38
|
-0.9%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$530K
|
-$1.25M
|
-9,062
|
-70%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$515K
|
-$119K
|
-865
|
-19%
|
|
|
23
|
PGIM Custom Harvest
Newark,
New Jersey
|
$507K
|
–
|
–
|
–
|
|
|
24
|
Client 1st Advisory Group
Dunedin,
Florida
|
$481K
|
-$14K
|
-102
|
-3%
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$443K
|
+$138K
|
+1,000
|
+45%
|
|
