|
1
|
|
$64.3M
|
+$375K
|
+2,628
|
+0.6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$50.8M
|
-$2.4M
|
-16,804
|
-5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.2M
|
+$89.7K
|
+629
|
+0.3%
|
|
|
4
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$16.3M
|
+$229K
|
+1,607
|
+1%
|
|
|
5
|
Principal Securities
Des Moines,
Iowa
|
$13.5M
|
+$257K
|
+1,804
|
+2%
|
|
|
6
|
|
$6.85M
|
+$1.08M
|
+7,597
|
+20%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.78M
|
+$392K
|
+2,749
|
+6%
|
|
|
8
|
|
$5.7M
|
-$462K
|
-3,238
|
-8%
|
|
|
9
|
|
$4.05M
|
+$483K
|
+3,389
|
+14%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.44M
|
+$2.75M
|
+19,289
|
+500%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.01M
|
-$228K
|
-1,600
|
-7%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$2.94M
|
-$1.6M
|
-11,203
|
-36%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$1.91M
|
-$51.7K
|
-363
|
-3%
|
|
|
14
|
Parallel Advisors
San Francisco,
California
|
$1.25M
|
-$30.5K
|
-214
|
-2%
|
|
|
15
|
G&S Capital
Denver,
Colorado
|
$1.09M
|
-$71K
|
-498
|
-6%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$889K
|
+$852K
|
+5,977
|
New
|
|
|
17
|
Bison Wealth
Atlanta,
Georgia
|
$748K
|
-$6.7K
|
-47
|
-0.9%
|
|
|
18
|
|
$651K
|
-$22.5K
|
-158
|
-3%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$638K
|
+$174K
|
+1,224
|
+40%
|
|
|
20
|
Strategic Blueprint
Atlanta,
Georgia
|
$636K
|
–
|
–
|
–
|
|
|
21
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$621K
|
+$595K
|
+4,171
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$604K
|
+$44.9K
|
+315
|
+8%
|
|
|
23
|
BCGM Wealth Management
Lafayette,
Indiana
|
$592K
|
-$21.4K
|
-150
|
-4%
|
|
|
24
|
PGIM Custom Harvest
Newark,
New Jersey
|
$548K
|
–
|
–
|
–
|
|
|
25
|
Client 1st Advisory Group
Dunedin,
Florida
|
$520K
|
–
|
–
|
–
|
|
