|
1
|
|
$137M
|
+$11.7M
|
+262,843
|
+9%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$42.2M
|
+$26.8M
|
+603,889
|
+169%
|
|
|
3
|
Daniels + Tansey
Wilmington,
Delaware
|
$35.5M
|
+$2.81M
|
+63,269
|
+321%
|
|
|
4
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$18.5M
|
+$556K
|
+12,515
|
+3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$15.3M
|
+$152K
|
+3,428
|
+1%
|
|
|
6
|
|
$12.2M
|
+$11.5M
|
+259,123
|
+1,420%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$7.37M
|
+165,864
|
+178%
|
|
|
8
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$11M
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
+$10.8M
|
+243,978
|
+26,234%
|
|
|
10
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.38M
|
+$3.11M
|
+69,935
|
+58%
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$7.61M
|
+$7.58M
|
+170,585
|
+6,079%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.59M
|
+$2.66M
|
+59,903
|
+53%
|
|
|
13
|
|
$6.98M
|
-$33.2M
|
-746,856
|
-82%
|
|
|
14
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.47M
|
+$6.55M
|
+147,440
|
New
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.35M
|
+$6.43M
|
+144,691
|
New
|
|
|
16
|
|
$6.33M
|
+$2.59M
|
+58,289
|
+68%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.12M
|
+$6.2M
|
+139,542
|
New
|
|
|
18
|
Windsor Capital Management
Phoenix,
Arizona
|
$5.95M
|
+$59K
|
+1,328
|
+1%
|
|
|
19
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$5.26M
|
-$262K
|
-5,905
|
-5%
|
|
|
20
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$4.1M
|
+$4.15M
|
+93,432
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.72M
|
+$222K
|
+5,002
|
+6%
|
|
|
22
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$3.66M
|
+$89.3K
|
+2,011
|
+2%
|
|
|
23
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.53M
|
+$109K
|
+2,459
|
+3%
|
|
|
24
|
Ocean Park Asset Management
Santa Monica,
California
|
$3.51M
|
+$3.55M
|
+80,000
|
New
|
|
|
25
|
Royal Fund Management
Lady Lake,
Florida
|
$3.1M
|
+$117K
|
+2,638
|
+4%
|
|
