|
1
|
Bank of America
Charlotte,
North Carolina
|
$81.7M
|
+$575K
|
+3,570
|
+0.7%
|
|
|
2
|
|
$60.1M
|
-$1.81M
|
-11,233
|
-3%
|
|
|
3
|
James Reed Financial Services
Cleveland,
Ohio
|
$27.3M
|
+$942K
|
+5,854
|
+4%
|
|
|
4
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$18.1M
|
+$94.5K
|
+587
|
+0.5%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$17.7M
|
+$322
|
+2
|
+0%
|
|
|
6
|
Strategic Financial Services
Utica,
New York
|
$17.2M
|
-$47.5K
|
-295
|
-0.3%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$12M
|
+$11.2M
|
+69,647
|
+1,475%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
-$48.3K
|
-300
|
-0.4%
|
|
|
9
|
|
$10.9M
|
+$2.56M
|
+15,899
|
+31%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
+$729K
|
+4,530
|
+8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.5M
|
+$527K
|
+3,273
|
+8%
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.28M
|
-$701K
|
-4,359
|
-10%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.71M
|
-$2.2M
|
-13,662
|
-28%
|
|
|
14
|
|
$4.45M
|
-$1.21M
|
-7,498
|
-21%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.33M
|
+$1.52M
|
+9,449
|
+54%
|
|
|
16
|
|
$2.75M
|
+$2.74M
|
+17,000
|
New
|
|
|
17
|
GTS Securities
Miami,
Florida
|
$2.04M
|
+$2.03M
|
+12,610
|
New
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.56M
|
+$902K
|
+5,608
|
+138%
|
|
|
19
|
|
$1.45M
|
+$10.9K
|
+68
|
+0.8%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$1.09M
|
-$331K
|
-2,058
|
-23%
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$984K
|
-$31.1K
|
-193
|
-3%
|
|
|
22
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$941K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$887K
|
+$652K
|
+4,049
|
+281%
|
|
|
24
|
|
$881K
|
-$109K
|
-678
|
-11%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$817K
|
+$480K
|
+2,982
|
+144%
|
|
