|
1
|
Bank of America
Charlotte,
North Carolina
|
$81.4M
|
+$823K
|
+4,986
|
+1%
|
|
|
2
|
|
$56.2M
|
-$3.17M
|
-19,236
|
-5%
|
|
|
3
|
James Reed Financial Services
Cleveland,
Ohio
|
$26.1M
|
-$786K
|
-4,766
|
-3%
|
|
|
4
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$17.7M
|
-$236K
|
-1,431
|
-1%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$16.5M
|
-$1.03M
|
-6,224
|
-6%
|
|
|
6
|
Strategic Financial Services
Utica,
New York
|
$16.2M
|
-$58.2K
|
-353
|
-0.3%
|
|
|
7
|
Rockefeller Capital Management
New York
|
$11.7M
|
-$153K
|
-925
|
-1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$10.7M
|
+$828K
|
+5,017
|
+8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$10.3M
|
+$9.11M
|
+55,212
|
+570%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.84M
|
-$1.72M
|
-10,402
|
-14%
|
|
|
11
|
|
$9.46M
|
-$1.3M
|
-7,884
|
-12%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.42M
|
+$23.3K
|
+141
|
+0.3%
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.95M
|
-$253K
|
-1,532
|
-4%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.83M
|
+$198K
|
+1,199
|
+3%
|
|
|
15
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.42M
|
+$1.31M
|
+7,941
|
+30%
|
|
|
16
|
|
$4.73M
|
+$350K
|
+2,119
|
+8%
|
|
|
17
|
Summit Trail Advisors
New York
|
$1.69M
|
+$1.74M
|
+10,570
|
New
|
|
|
18
|
|
$1.42M
|
+$35K
|
+212
|
+2%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.4M
|
+$1.06M
|
+6,407
|
+269%
|
|
|
20
|
G&S Capital
Denver,
Colorado
|
$1.05M
|
+$1.08M
|
+6,560
|
New
|
|
|
21
|
Parallel Advisors
San Francisco,
California
|
$936K
|
-$36.3K
|
-220
|
-4%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$930K
|
+$56.4K
|
+342
|
+6%
|
|
|
23
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$929K
|
–
|
–
|
–
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$917K
|
-$169K
|
-1,022
|
-15%
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
$868K
|
+$64.5K
|
+391
|
+8%
|
|
