|
1
|
Bank of America
Charlotte,
North Carolina
|
$80.7M
|
+$908K
|
+5,740
|
+1%
|
|
|
2
|
|
$61.6M
|
+$1.46M
|
+9,250
|
+2%
|
|
|
3
|
James Reed Financial Services
Cleveland,
Ohio
|
$26.2M
|
-$750K
|
-4,745
|
-3%
|
|
|
4
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$18M
|
-$526K
|
-3,329
|
-3%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$17.7M
|
+$15M
|
+95,096
|
+642%
|
|
|
6
|
Strategic Financial Services
Utica,
New York
|
$16.5M
|
-$194K
|
-1,228
|
-1%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.6M
|
-$1.96M
|
-12,378
|
-15%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$9.23M
|
-$138K
|
-875
|
-2%
|
|
|
9
|
|
$8.25M
|
-$1.83M
|
-11,570
|
-18%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.88M
|
+$4.92M
|
+31,139
|
+174%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.95M
|
-$785K
|
-4,966
|
-10%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.93M
|
+$683K
|
+4,322
|
+11%
|
|
|
13
|
|
$5.63M
|
-$1.07M
|
-6,783
|
-16%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.77M
|
+$1.05M
|
+6,635
|
+62%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.08M
|
-$4.31M
|
-27,286
|
-68%
|
|
|
16
|
|
$1.43M
|
+$474
|
+3
|
+0%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$1.42M
|
-$451K
|
-2,852
|
-24%
|
|
|
18
|
G&S Capital
Denver,
Colorado
|
$1.15M
|
-$13K
|
-82
|
-1%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
20
|
|
$986K
|
+$199K
|
+1,257
|
+26%
|
|
|
21
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$937K
|
–
|
–
|
–
|
|
|
22
|
Rockefeller Capital Management
New York
|
$759K
|
+$746K
|
+4,721
|
New
|
|
|
23
|
QTR Family Wealth
Lake Mary,
Florida
|
$734K
|
-$34.6K
|
-219
|
-5%
|
|
|
24
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$658K
|
-$77.5K
|
-490
|
-11%
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$656K
|
-$124K
|
-783
|
-16%
|
|
