|
1
|
AE Wealth Management
Topeka,
Kansas
|
$14.8M
|
+$1.53M
|
+80,322
|
+11%
|
|
|
2
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$14.5M
|
+$2.99M
|
+156,570
|
+25%
|
|
|
3
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$14.2M
|
-$1.01M
|
-52,888
|
-6%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.8M
|
-$1.87M
|
-97,777
|
-12%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$8.64M
|
-$2.92K
|
-153
|
-0%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.55M
|
-$3.14M
|
-164,508
|
-26%
|
|
|
7
|
|
$6.88M
|
+$7.18M
|
+375,950
|
New
|
|
|
8
|
Proficio Capital Partners
Newton,
Massachusetts
|
$6.59M
|
–
|
–
|
–
|
|
|
9
|
Axxcess Wealth Management
Carlsbad,
California
|
$6.01M
|
+$2.3M
|
+120,375
|
+58%
|
|
|
10
|
Osborne Partners Capital Management
San Francisco,
California
|
$5.12M
|
+$100K
|
+5,255
|
+2%
|
|
|
11
|
TAP Consulting
Kirkwood,
Missouri
|
$5.07M
|
+$1.68M
|
+87,724
|
+46%
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
$4.86M
|
+$119K
|
+6,219
|
+2%
|
|
|
13
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.52M
|
-$1.5M
|
-78,816
|
-24%
|
|
|
14
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$4.18M
|
-$4.77K
|
-250
|
-0.1%
|
|
|
15
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.16M
|
-$88K
|
-4,609
|
-2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.09M
|
-$1M
|
-52,416
|
-19%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.41M
|
+$614K
|
+32,158
|
+21%
|
|
|
18
|
Courage Capital Management
Nashville,
Tennessee
|
$3.37M
|
–
|
–
|
–
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.14M
|
+$2.79M
|
+145,872
|
+836%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.02M
|
-$452K
|
-23,663
|
-13%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.84M
|
+$440K
|
+23,044
|
+17%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.72M
|
+$525K
|
+27,510
|
+23%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$2.63M
|
+$152K
|
+7,938
|
+6%
|
|
|
24
|
China Universal Asset Management Company
Shanghai,
China
|
$2.44M
|
+$2.54M
|
+133,000
|
New
|
|
|
25
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.28M
|
-$124K
|
-6,500
|
-5%
|
|
