|
1
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$65M
|
-$987K
|
-32,262
|
-2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$853K
|
+27,876
|
+8%
|
|
|
3
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$7.55M
|
-$583K
|
-19,068
|
-7%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$5.73M
|
+$1.07M
|
+35,022
|
+24%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.84M
|
-$1.06M
|
-34,548
|
-18%
|
|
|
6
|
|
$4.63M
|
-$18K
|
-588
|
-0.4%
|
|
|
7
|
Isthmus Partners
Madison,
Wisconsin
|
$2.72M
|
+$76K
|
+2,484
|
+3%
|
|
|
8
|
|
$1.65M
|
-$18.4K
|
-600
|
-1%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.46M
|
-$72.1K
|
-2,358
|
-5%
|
|
|
10
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.46M
|
-$38.9K
|
-1,272
|
-3%
|
|
|
11
|
Belpointe Asset Management
Reno,
Nevada
|
$1.42M
|
+$1.39M
|
+45,438
|
New
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.25M
|
-$38.2K
|
-1,248
|
-3%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$1.06M
|
+$43.5K
|
+1,422
|
+4%
|
|
|
14
|
Two Sigma Securities
New York
|
$1.01M
|
+$992K
|
+32,424
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$844K
|
+$85.5K
|
+2,796
|
+12%
|
|
|
16
|
Great Lakes Advisors
Chicago,
Illinois
|
$819K
|
-$791K
|
-25,848
|
-50%
|
|
|
17
|
|
$801K
|
+$565K
|
+18,480
|
+260%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$764K
|
–
|
–
|
–
|
|
|
19
|
NorthRock Partners
Minneapolis,
Minnesota
|
$735K
|
-$401K
|
-13,110
|
-36%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$583K
|
+$122K
|
+3,990
|
+27%
|
|
|
21
|
Private Trust Company
Cleveland,
Ohio
|
$576K
|
–
|
–
|
–
|
|
|
22
|
First Horizon Advisors
Memphis,
Tennessee
|
$568K
|
–
|
–
|
–
|
|
|
23
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$549K
|
+$7.53K
|
+246
|
+1%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$473K
|
–
|
–
|
–
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$443K
|
-$1.47K
|
-48
|
-0.3%
|
|
