|
1
|
Bank of America
Charlotte,
North Carolina
|
$69M
|
+$7.64M
|
+50,782
|
+12%
|
|
|
2
|
|
$52.7M
|
-$4.18M
|
-27,760
|
-7%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.2M
|
-$459K
|
-3,050
|
-2%
|
|
|
4
|
James Reed Financial Services
Cleveland,
Ohio
|
$23.1M
|
-$640K
|
-4,256
|
-3%
|
|
|
5
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$16.4M
|
+$80K
|
+532
|
+0.5%
|
|
|
6
|
Principal Securities
Des Moines,
Iowa
|
$13.9M
|
–
|
–
|
–
|
|
|
7
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.91M
|
+$1.77M
|
+11,783
|
+33%
|
|
|
8
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.78M
|
-$21.1K
|
-140
|
-0.3%
|
|
|
9
|
|
$5.84M
|
-$540K
|
-3,593
|
-8%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.81M
|
+$4.38M
|
+29,149
|
+739%
|
|
|
11
|
|
$3.55M
|
-$2.83M
|
-18,799
|
-44%
|
|
|
12
|
Lido Advisors
Los Angeles,
California
|
$2.77M
|
+$256K
|
+1,704
|
+10%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.53M
|
-$77.6K
|
-516
|
-3%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$1.8M
|
-$11.7K
|
-78
|
-0.6%
|
|
|
15
|
|
$1.44M
|
+$172K
|
+1,144
|
+13%
|
|
|
16
|
|
$1.3M
|
-$28.3K
|
-188
|
-2%
|
|
|
17
|
G&S Capital
Denver,
Colorado
|
$1.06M
|
+$20.2K
|
+134
|
+2%
|
|
|
18
|
Parallel Advisors
San Francisco,
California
|
$1.05M
|
-$104K
|
-692
|
-9%
|
|
|
19
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$848K
|
–
|
–
|
–
|
|
|
20
|
|
$738K
|
-$3.61K
|
-24
|
-0.5%
|
|
|
21
|
QTR Family Wealth
Lake Mary,
Florida
|
$703K
|
+$727K
|
+4,832
|
New
|
|
|
22
|
Strategic Blueprint
Atlanta,
Georgia
|
$602K
|
-$19.9K
|
-132
|
-3%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$602K
|
+$622K
|
+4,137
|
New
|
|
|
24
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$595K
|
-$73.8K
|
-491
|
-11%
|
|
|
25
|
BCGM Wealth Management
Lafayette,
Indiana
|
$577K
|
–
|
–
|
–
|
|
