|
1
|
Wells Fargo
San Francisco,
California
|
$35.2M
|
+$9.56M
|
+449,923
|
+37%
|
|
|
2
|
|
$26M
|
+$6.64M
|
+312,773
|
+34%
|
|
|
3
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$24.1M
|
+$492K
|
+23,154
|
+2%
|
|
|
4
|
Private Vista
Chicago,
Illinois
|
$17.5M
|
+$3.41M
|
+160,629
|
+24%
|
|
|
5
|
Synovus Financial
Columbus,
Georgia
|
$16.6M
|
+$432K
|
+20,322
|
+3%
|
|
|
6
|
Affinity Wealth Management
Wilmington,
Delaware
|
$15.6M
|
+$1.01M
|
+47,427
|
+7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
+$880K
|
+41,448
|
+6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$9.88M
|
+$522K
|
+24,595
|
+6%
|
|
|
9
|
GM Advisory Group
Melville,
New York
|
$9.44M
|
+$118K
|
+5,560
|
+1%
|
|
|
10
|
Eastern Bank
Boston,
Massachusetts
|
$9.2M
|
+$547K
|
+25,756
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$8.26M
|
-$261K
|
-12,301
|
-3%
|
|
|
12
|
Fusion Family Wealth
Woodbury,
New York
|
$6.1M
|
+$6.14M
|
+289,152
|
New
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.01M
|
+$56.4K
|
+2,657
|
+1%
|
|
|
14
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.78M
|
+$599K
|
+28,192
|
+14%
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.96M
|
+$345K
|
+16,228
|
+9%
|
|
|
16
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.88M
|
-$170K
|
-7,994
|
-4%
|
|
|
17
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3.88M
|
+$3.91M
|
+184,307
|
+28,010%
|
|
|
18
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.78M
|
-$709K
|
-33,365
|
-16%
|
|
|
19
|
|
$3.55M
|
+$71.5K
|
+3,366
|
+2%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.46M
|
+$400K
|
+18,831
|
+13%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.35M
|
+$3.39M
|
+159,660
|
New
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$3.33M
|
+$292K
|
+13,759
|
+9%
|
|
|
23
|
FCG Advisors
Chatham,
New Jersey
|
$3.24M
|
+$613K
|
+28,884
|
+23%
|
|
|
24
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$3.24M
|
-$13.5K
|
-634
|
-0.4%
|
|
|
25
|
Raub Brock Capital Management
Larkspur,
California
|
$3.19M
|
+$2.23K
|
+105
|
+0.1%
|
|
