|
1
|
Kinsight LLC
Birmingham,
Alabama
|
$81.6M
|
-$565K
|
-6,435
|
-0.7%
|
|
|
2
|
|
$46.9M
|
+$14.3M
|
+162,537
|
+46%
|
|
|
3
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$8.51M
|
-$10.6K
|
-121
|
-0.1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$8.34M
|
+$6M
|
+68,324
|
+287%
|
|
|
5
|
Huntington National Bank
Columbus,
Ohio
|
$5.33M
|
–
|
–
|
–
|
|
|
6
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.31M
|
+$1M
|
+11,395
|
+24%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.68M
|
+$93.2K
|
+1,061
|
+3%
|
|
|
8
|
Bank of New York Mellon
New York
|
$1.78M
|
+$263
|
+3
|
+0%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.65M
|
-$16.9K
|
-192
|
-1%
|
|
|
10
|
Aspiriant LLC
Los Angeles,
California
|
$1.11M
|
-$345K
|
-3,928
|
-24%
|
|
|
11
|
Timber Hill
Greenwich,
Connecticut
|
$756K
|
-$519K
|
-5,911
|
-41%
|
|
|
12
|
|
$673K
|
-$923K
|
-10,517
|
-59%
|
|
|
13
|
Brown Advisory
Baltimore,
Maryland
|
$644K
|
-$19.5K
|
-222
|
-3%
|
|
|
14
|
|
$570K
|
+$488K
|
+5,554
|
+741%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$389K
|
+$73.2K
|
+834
|
+24%
|
|
|
16
|
Syntal Capital Partners
Midland,
Texas
|
$345K
|
+$335K
|
+3,820
|
New
|
|
|
17
|
Laidlaw Group
Bedford Hills,
New York
|
$342K
|
-$7.46K
|
-85
|
-2%
|
|
|
18
|
|
$266K
|
+$258K
|
+2,935
|
New
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$182K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$140K
|
–
|
–
|
–
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$82K
|
+$19.5K
|
+222
|
+32%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19K
|
+$2.11K
|
+24
|
+13%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$8.41K
|
+$8.17K
|
+93
|
New
|
|
|
24
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$3K
|
+$702
|
+8
|
+38%
|
|
|
25
|
|
–
|
-$1.23M
|
-14,225
|
Closed
|
|
