|
1
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12.2M
|
+$224K
|
+5,717
|
+2%
|
|
|
2
|
CPWM LLC
Seattle,
Washington
|
$8.99M
|
+$264K
|
+6,733
|
+3%
|
|
|
3
|
Equitable Holdings
New York
|
$3.39M
|
+$3.42M
|
+87,380
|
New
|
|
|
4
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.31M
|
+$263K
|
+6,724
|
+9%
|
|
|
5
|
|
$3.13M
|
+$748K
|
+19,108
|
+31%
|
|
|
6
|
Adell Harriman & Carpenter
Houston,
Texas
|
$1.38M
|
-$15.7K
|
-400
|
-1%
|
|
|
7
|
|
$1.28M
|
+$38.7K
|
+988
|
+3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
+$219K
|
+5,605
|
+24%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$961K
|
-$55.7K
|
-1,422
|
-5%
|
|
|
10
|
Schoolcraft Capital
Boulder,
Colorado
|
$941K
|
+$14.1K
|
+361
|
+2%
|
|
|
11
|
SimplyRich
Carlsbad,
California
|
$893K
|
–
|
–
|
–
|
|
|
12
|
Slow Capital
Greenbrae,
California
|
$837K
|
+$11.3K
|
+289
|
+1%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$812K
|
+$47.1K
|
+1,204
|
+6%
|
|
|
14
|
Citadel Advisors
Miami,
Florida
|
$732K
|
+$476K
|
+12,168
|
+181%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$728K
|
-$35.7K
|
-912
|
-5%
|
|
|
16
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$635K
|
–
|
–
|
–
|
|
|
17
|
TFO Wealth Partners
Maumee,
Ohio
|
$537K
|
+$543K
|
+13,868
|
New
|
|
|
18
|
Empirical Wealth Management
Seattle,
Washington
|
$507K
|
+$106K
|
+2,695
|
+26%
|
|
|
19
|
Parallel Advisors
San Francisco,
California
|
$327K
|
+$42.7K
|
+1,090
|
+15%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$324K
|
+$325K
|
+8,293
|
New
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$309K
|
-$36.6K
|
-935
|
-10%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$308K
|
+$33.8K
|
+864
|
+12%
|
|
|
23
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$290K
|
-$22.3K
|
-570
|
-7%
|
|
|
24
|
BOK Financial
Tulsa,
Oklahoma
|
$287K
|
–
|
–
|
–
|
|
|
25
|
BOK Financial Private Wealth
Denver,
Colorado
|
$277K
|
-$78
|
-2
|
-0%
|
|
