|
1
|
Bank of America
Charlotte,
North Carolina
|
$62.9M
|
+$12.5M
|
+82,246
|
+24%
|
|
|
2
|
|
$58M
|
-$6.34M
|
-41,659
|
-10%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$27.3M
|
+$130K
|
+857
|
+0.5%
|
|
|
4
|
James Reed Financial Services
Cleveland,
Ohio
|
$24.3M
|
+$24.9M
|
+163,373
|
New
|
|
|
5
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$16.6M
|
+$365K
|
+2,399
|
+2%
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$13.9M
|
+$398K
|
+2,614
|
+3%
|
|
|
7
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.94M
|
+$182K
|
+1,195
|
+3%
|
|
|
8
|
|
$6.5M
|
+$831K
|
+5,460
|
+14%
|
|
|
9
|
|
$6.41M
|
-$432K
|
-2,838
|
-6%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.31M
|
+$1.92M
|
+12,591
|
+54%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2.66M
|
-$347K
|
-2,281
|
-11%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$2.57M
|
-$367K
|
-2,410
|
-12%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$1.85M
|
-$65.5K
|
-430
|
-3%
|
|
|
14
|
|
$1.36M
|
+$914K
|
+6,005
|
+192%
|
|
|
15
|
|
$1.3M
|
-$2.82M
|
-18,493
|
-68%
|
|
|
16
|
Parallel Advisors
San Francisco,
California
|
$1.18M
|
-$68.4K
|
-449
|
-5%
|
|
|
17
|
G&S Capital
Denver,
Colorado
|
$1.06M
|
-$30.8K
|
-202
|
-3%
|
|
|
18
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$866K
|
+$888K
|
+5,834
|
New
|
|
|
19
|
|
$758K
|
+$111K
|
+728
|
+17%
|
|
|
20
|
Bison Wealth
Atlanta,
Georgia
|
$728K
|
-$18.7K
|
-123
|
-2%
|
|
|
21
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$682K
|
+$62.6K
|
+411
|
+10%
|
|
|
22
|
Strategic Blueprint
Atlanta,
Georgia
|
$635K
|
-$305
|
-2
|
-0%
|
|
|
23
|
BCGM Wealth Management
Lafayette,
Indiana
|
$589K
|
-$1.98K
|
-13
|
-0.3%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$586K
|
-$17.1K
|
-112
|
-3%
|
|
|
25
|
PGIM Custom Harvest
Newark,
New Jersey
|
$547K
|
–
|
–
|
–
|
|
