|
1
|
Proficio Capital Partners
Newton,
Massachusetts
|
$17M
|
+$2.03M
|
+123,048
|
+13%
|
|
|
2
|
|
$9.75M
|
+$9.92M
|
+600,101
|
+1,723%
|
|
|
3
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$7.39M
|
+$119K
|
+7,209
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.3M
|
+$264K
|
+15,964
|
+4%
|
|
|
5
|
|
$2.98M
|
+$156K
|
+9,454
|
+5%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.42M
|
+$100K
|
+6,053
|
+7%
|
|
|
7
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.3M
|
+$523K
|
+31,609
|
+60%
|
|
|
8
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.08M
|
+$496K
|
+30,000
|
+74%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$660K
|
-$13.7K
|
-831
|
-2%
|
|
|
10
|
DF Dent & Co
Baltimore,
Maryland
|
$630K
|
–
|
–
|
–
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$474K
|
+$510K
|
+30,843
|
New
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$399K
|
+$429K
|
+25,950
|
New
|
|
|
13
|
180 Wealth Advisors
Federal Way,
Washington
|
$286K
|
+$353K
|
+21,346
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$275K
|
+$127K
|
+7,661
|
+75%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$250K
|
-$275K
|
-16,639
|
-51%
|
|
|
16
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$247K
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$241K
|
+$23.2K
|
+1,400
|
+10%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$231K
|
–
|
–
|
–
|
|
|
19
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$230K
|
+$197K
|
+11,893
|
+387%
|
|
|
20
|
MKD Wealth Coaches
Troy,
Michigan
|
$208K
|
+$7.97K
|
+482
|
+4%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$208K
|
+$224K
|
+13,565
|
New
|
|
|
22
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$194K
|
+$1.94K
|
+117
|
+0.9%
|
|
|
23
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$183K
|
–
|
–
|
–
|
|
|
24
|
Baystate Wealth Management
Boston,
Massachusetts
|
$175K
|
+$314
|
+19
|
+0.2%
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$165K
|
-$152K
|
-9,215
|
-46%
|
|
