|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.83M
|
+$6.27M
|
+129,428
|
New
|
|
|
2
|
KeyBank National Association
Cleveland,
Ohio
|
$5.78M
|
+$639K
|
+13,187
|
+14%
|
|
|
3
|
Bailard
Foster City,
California
|
$4.49M
|
+$334K
|
+6,895
|
+9%
|
|
|
4
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.09M
|
-$729K
|
-15,033
|
-16%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.96M
|
+$732K
|
+15,095
|
+25%
|
|
|
6
|
Invera Wealth Advisors
Bend,
Oregon
|
$3.07M
|
+$206K
|
+4,249
|
+8%
|
|
|
7
|
Highland Financial Advisors
Wayne,
New Jersey
|
$3.03M
|
+$305K
|
+6,301
|
+12%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$2.94M
|
–
|
–
|
–
|
|
|
9
|
Brown Advisory
Baltimore,
Maryland
|
$2.24M
|
+$557K
|
+11,496
|
+37%
|
|
|
10
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.69M
|
–
|
–
|
–
|
|
|
11
|
Bank of New York Mellon
New York
|
$1.54M
|
+$4.85K
|
+100
|
+0.3%
|
|
|
12
|
Flow Traders U.S.
New York
|
$1.36M
|
+$1.25M
|
+25,729
|
New
|
|
|
13
|
Creative Planning
Overland Park,
Kansas
|
$1.35M
|
+$28.7K
|
+593
|
+2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$946K
|
+$869K
|
+17,940
|
New
|
|
|
15
|
SageView Advisory Group
Newport Beach,
California
|
$926K
|
+$2.71K
|
+56
|
+0.3%
|
|
|
16
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$920K
|
-$460K
|
-9,502
|
-35%
|
|
|
17
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$870K
|
+$48
|
+1
|
+0%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$853K
|
+$60.4K
|
+1,247
|
+8%
|
|
|
19
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$848K
|
+$197K
|
+4,064
|
+33%
|
|
|
20
|
Quantinno Capital Management
New York
|
$835K
|
–
|
–
|
–
|
|
|
21
|
Magnus Financial Group
New York
|
$784K
|
-$18.9K
|
-391
|
-3%
|
|
|
22
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$775K
|
-$23K
|
-475
|
-3%
|
|
|
23
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$774K
|
-$24.2K
|
-500
|
-3%
|
|
|
24
|
Beta Wealth Group
San Diego,
California
|
$755K
|
+$485
|
+10
|
+0.1%
|
|
|
25
|
EP Wealth Advisors
Torrance,
California
|
$709K
|
-$135K
|
-2,786
|
-17%
|
|
