|
1
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$18.7M
|
–
|
–
|
–
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
+$14.3M
|
+414,637
|
+551%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$16.2M
|
-$4.17M
|
-120,690
|
-21%
|
|
|
4
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.7M
|
+$14M
|
+406,059
|
+1,371%
|
|
|
5
|
|
$15M
|
+$7.52M
|
+217,457
|
+110%
|
|
|
6
|
Lido Advisors
Los Angeles,
California
|
$12.6M
|
-$152K
|
-4,389
|
-1%
|
|
|
7
|
|
$11.8M
|
-$15.2K
|
-439
|
-0.1%
|
|
|
8
|
Win Advisors
Palm Beach Gardens,
Florida
|
$11.4M
|
+$10.9M
|
+316,595
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$8.87M
|
+$3.8M
|
+109,992
|
+81%
|
|
|
10
|
GeoWealth Management
Chicago,
Illinois
|
$8.45M
|
+$5.39M
|
+155,765
|
+200%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.68M
|
+$6.39M
|
+184,654
|
+666%
|
|
|
12
|
Weaver Consulting Group
Huntington Beach,
California
|
$5.8M
|
-$156K
|
-4,503
|
-3%
|
|
|
13
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$5.69M
|
-$3.47M
|
-100,455
|
-39%
|
|
|
14
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$5.5M
|
-$3.21M
|
-92,774
|
-38%
|
|
|
15
|
WNY Asset Management
Williamsville,
New York
|
$5.49M
|
+$4.43M
|
+128,181
|
+544%
|
|
|
16
|
Investment Advisory Group
Hanover,
Massachusetts
|
$5.23M
|
-$110K
|
-3,185
|
-2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.86M
|
+$148K
|
+4,265
|
+3%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$4.7M
|
-$9.5M
|
-274,617
|
-68%
|
|
|
19
|
Congress Asset Management
Boston,
Massachusetts
|
$4.69M
|
+$3.25M
|
+93,930
|
+262%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.19M
|
-$785K
|
-22,706
|
-16%
|
|
|
21
|
Retireful LLC
Haslett,
Michigan
|
$3.64M
|
+$3.48M
|
+100,668
|
New
|
|
|
22
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$3.59M
|
-$914K
|
-26,435
|
-21%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.4M
|
+$1.68M
|
+48,598
|
+107%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$3.35M
|
+$606K
|
+17,511
|
+23%
|
|
|
25
|
Archvest Wealth Advisors
Concord,
California
|
$3.14M
|
-$606K
|
-17,518
|
-17%
|
|
