|
1
|
Bank of America
Charlotte,
North Carolina
|
$76.7M
|
+$3.2M
|
+21,936
|
+5%
|
|
|
2
|
|
$57.7M
|
+$1.61M
|
+11,015
|
+3%
|
|
|
3
|
James Reed Financial Services
Cleveland,
Ohio
|
$25.9M
|
+$1.24M
|
+8,506
|
+5%
|
|
|
4
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$17.8M
|
+$377K
|
+2,583
|
+2%
|
|
|
5
|
Strategic Financial Services
Utica,
New York
|
$16M
|
+$15.1M
|
+103,600
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.1M
|
-$14M
|
-95,679
|
-53%
|
|
|
7
|
|
$9.72M
|
+$3.31M
|
+22,697
|
+56%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$9.01M
|
+$8.3M
|
+56,904
|
+4,044%
|
|
|
9
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.45M
|
+$233K
|
+1,595
|
+3%
|
|
|
10
|
|
$6.46M
|
+$2.54M
|
+17,425
|
+71%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.22M
|
-$1.06M
|
-7,298
|
-15%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$6M
|
+$836K
|
+5,730
|
+17%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2.76M
|
+$70.7K
|
+485
|
+3%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
$2.29M
|
-$615K
|
-4,215
|
-22%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$1.81M
|
-$102K
|
-699
|
-6%
|
|
|
16
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.65M
|
+$992K
|
+6,805
|
+174%
|
|
|
17
|
|
$1.37M
|
-$10.5K
|
-72
|
-0.8%
|
|
|
18
|
G&S Capital
Denver,
Colorado
|
$1.12M
|
-$3.35K
|
-23
|
-0.3%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$971K
|
-$140K
|
-960
|
-13%
|
|
|
20
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$901K
|
-$1.02K
|
-7
|
-0.1%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$809K
|
+$363K
|
+2,490
|
+91%
|
|
|
22
|
|
$754K
|
-$29.5K
|
-202
|
-4%
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$751K
|
+$250K
|
+1,715
|
+55%
|
|
|
24
|
QTR Family Wealth
Lake Mary,
Florida
|
$740K
|
-$6.71K
|
-46
|
-1%
|
|
|
25
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$708K
|
+$71.5K
|
+490
|
+12%
|
|
