|
1
|
Kinsight LLC
Birmingham,
Alabama
|
$78.6M
|
-$1.1M
|
-12,916
|
-1%
|
|
|
2
|
|
$30.8M
|
+$8.17M
|
+96,261
|
+37%
|
|
|
3
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$8.14M
|
+$7.99M
|
+94,157
|
New
|
|
|
4
|
Huntington National Bank
Columbus,
Ohio
|
$4.21M
|
–
|
–
|
–
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.09M
|
+$4.01M
|
+47,274
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.43M
|
+$1.43M
|
+16,858
|
+74%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$2.06M
|
+$1.48M
|
+17,406
|
+272%
|
|
|
8
|
Bank of New York Mellon
New York
|
$1.71M
|
+$1.31M
|
+15,397
|
+356%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.59M
|
+$521K
|
+6,135
|
+50%
|
|
|
10
|
|
$1.55M
|
+$57.8K
|
+681
|
+4%
|
|
|
11
|
Aspiriant LLC
Los Angeles,
California
|
$1.4M
|
+$1.37M
|
+16,162
|
New
|
|
|
12
|
Timber Hill
Greenwich,
Connecticut
|
$1.23M
|
-$2.63M
|
-30,954
|
-68%
|
|
|
13
|
|
$1.23M
|
+$1.21M
|
+14,225
|
New
|
|
|
14
|
Brown Advisory
Baltimore,
Maryland
|
$635K
|
–
|
–
|
–
|
|
|
15
|
Laidlaw Group
Bedford Hills,
New York
|
$335K
|
-$8.06K
|
-95
|
-2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$299K
|
+$35.7K
|
+420
|
+14%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$261K
|
–
|
–
|
–
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$174K
|
–
|
–
|
–
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$133K
|
+$131K
|
+1,538
|
+38,450%
|
|
|
20
|
|
$65K
|
-$18.7K
|
-220
|
-23%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$59K
|
–
|
–
|
–
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
23
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2K
|
–
|
–
|
–
|
|
|
24
|
Wealthfront
Palo Alto,
California
|
$1K
|
+$1.02K
|
+12
|
New
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
–
|
-$89K
|
-1,040
|
Closed
|
|
