|
1
|
Total Investment Management
Scottsdale,
Arizona
|
$40M
|
+$4.67M
|
+207,387
|
+13%
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$33.9M
|
+$1.24M
|
+55,029
|
+4%
|
|
|
3
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$29.7M
|
-$43K
|
-1,908
|
-0.1%
|
|
|
4
|
Bank of New York Mellon
New York
|
$16.4M
|
-$8.67M
|
-384,858
|
-34%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.92M
|
+$1.71M
|
+76,089
|
+39%
|
|
|
6
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$4.16M
|
+$80.6K
|
+3,576
|
+2%
|
|
|
7
|
Flow Traders U.S.
New York
|
$2.98M
|
-$3.2M
|
-141,837
|
-51%
|
|
|
8
|
|
$2.54M
|
+$2.64M
|
+116,982
|
New
|
|
|
9
|
Zhang Financial
Portage,
Michigan
|
$2.31M
|
-$108K
|
-4,782
|
-4%
|
|
|
10
|
Farther Finance Advisors
San Francisco,
California
|
$1.8M
|
-$31K
|
-1,377
|
-2%
|
|
|
11
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$1.5M
|
-$5.34K
|
-237
|
-0.3%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$1.05M
|
-$55.8K
|
-2,475
|
-5%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$559K
|
+$49.7K
|
+2,205
|
+9%
|
|
|
14
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$525K
|
+$128K
|
+5,697
|
+31%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$351K
|
+$19.8K
|
+879
|
+6%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$302K
|
+$37.1K
|
+1,647
|
+13%
|
|
|
17
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$236K
|
+$244K
|
+10,839
|
New
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$219K
|
+$2.57K
|
+114
|
+1%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$209K
|
+$70.6K
|
+3,132
|
+49%
|
|
|
20
|
|
$169K
|
–
|
–
|
–
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$54K
|
+$23.1K
|
+1,026
|
+71%
|
|
|
22
|
CGC Financial Services
Lake Oswego,
Oregon
|
$22.9K
|
+$23.7K
|
+1,053
|
New
|
|
|
23
|
McIlrath & Eck
Arlington,
Washington
|
$12K
|
–
|
–
|
–
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8K
|
+$8.59K
|
+381
|
New
|
|
|
25
|
IFP Advisors
Tampa,
Florida
|
$1.96K
|
–
|
–
|
–
|
|
