|
1
|
Bank of America
Charlotte,
North Carolina
|
$18.7M
|
+$814K
|
+46,519
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$6.94M
|
+396,473
|
+71%
|
|
|
3
|
M Holdings Securities
Portland,
Oregon
|
$14.2M
|
+$14.5M
|
+828,510
|
New
|
|
|
4
|
Stifel Financial
St. Louis,
Missouri
|
$9.88M
|
+$1.98M
|
+113,376
|
+24%
|
|
|
5
|
Vicus Capital
State College,
Pennsylvania
|
$9.63M
|
+$2.14M
|
+122,514
|
+28%
|
|
|
6
|
|
$8.39M
|
-$2.3M
|
-131,414
|
-21%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$8.22M
|
-$243K
|
-13,904
|
-3%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$7.7M
|
+$480K
|
+27,444
|
+7%
|
|
|
9
|
LMCG Investments
Boston,
Massachusetts
|
$7.24M
|
+$7.41M
|
+423,166
|
New
|
|
|
10
|
Condor Capital Management
Martinsville,
New Jersey
|
$5.29M
|
+$133K
|
+7,587
|
+3%
|
|
|
11
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$5.15M
|
+$120K
|
+6,885
|
+2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.67M
|
+$334K
|
+19,110
|
+10%
|
|
|
13
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.59M
|
-$149K
|
-8,510
|
-4%
|
|
|
14
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.59M
|
-$149K
|
-8,510
|
-4%
|
|
|
15
|
|
$3.47M
|
+$2.07M
|
+118,017
|
+139%
|
|
|
16
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$3.43M
|
+$56.9K
|
+3,253
|
+2%
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.34M
|
+$2.8M
|
+159,910
|
+451%
|
|
|
18
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.3M
|
+$24.5K
|
+1,401
|
+0.7%
|
|
|
19
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.2M
|
-$14.5K
|
-826
|
-0.4%
|
|
|
20
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.22M
|
+$980K
|
+56,028
|
+77%
|
|
|
21
|
Flow Traders U.S.
New York
|
$2.21M
|
+$2.26M
|
+129,002
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.11M
|
+$481K
|
+27,472
|
+29%
|
|
|
23
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.08M
|
–
|
–
|
–
|
|
|
24
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.77M
|
+$1.06M
|
+60,457
|
+140%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$1.71M
|
-$1.52K
|
-87
|
-0.1%
|
|
