|
1
|
Wells Fargo
San Francisco,
California
|
$26.6M
|
+$6.22M
|
+288,392
|
+31%
|
|
|
2
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$24.3M
|
+$67.7K
|
+3,137
|
+0.3%
|
|
|
3
|
|
$19.9M
|
+$1.65M
|
+76,408
|
+9%
|
|
|
4
|
Synovus Financial
Columbus,
Georgia
|
$16.7M
|
+$16.7M
|
+772,884
|
New
|
|
|
5
|
Affinity Wealth Management
Wilmington,
Delaware
|
$15.1M
|
+$564K
|
+26,136
|
+4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.8M
|
+$1.68M
|
+78,021
|
+13%
|
|
|
7
|
Private Vista
Chicago,
Illinois
|
$14.2M
|
+$14.3M
|
+664,165
|
New
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$9.63M
|
+$1.23M
|
+56,893
|
+15%
|
|
|
9
|
GM Advisory Group
Melville,
New York
|
$9.57M
|
+$932K
|
+43,165
|
+11%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$8.91M
|
+$472K
|
+21,859
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8.8M
|
-$161K
|
-7,442
|
-2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.09M
|
+$924K
|
+42,834
|
+22%
|
|
|
13
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$4.58M
|
-$159K
|
-7,349
|
-3%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.31M
|
+$633K
|
+29,320
|
+17%
|
|
|
15
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.17M
|
-$255K
|
-11,793
|
-6%
|
|
|
16
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.72M
|
+$519K
|
+24,055
|
+16%
|
|
|
17
|
|
$3.58M
|
+$226K
|
+10,456
|
+7%
|
|
|
18
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$3.35M
|
-$3.02M
|
-139,951
|
-47%
|
|
|
19
|
Raub Brock Capital Management
Larkspur,
California
|
$3.28M
|
-$15.8K
|
-730
|
-0.5%
|
|
|
20
|
Asset Dedication LLC
San Francisco,
California
|
$3.13M
|
+$167K
|
+7,751
|
+6%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$3.13M
|
+$508K
|
+23,539
|
+19%
|
|
|
22
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$2.92M
|
+$213K
|
+9,855
|
+8%
|
|
|
23
|
United Capital Financial Advisors
Irving,
Texas
|
$2.88M
|
-$37.8K
|
-1,753
|
-1%
|
|
|
24
|
RiverFront Investment Group
Richmond,
Virginia
|
$2.81M
|
-$99.4K
|
-4,608
|
-3%
|
|
|
25
|
IMA Advisory Services
Denver,
Colorado
|
$2.8M
|
+$185K
|
+8,571
|
+7%
|
|
