|
1
|
|
$85.1M
|
+$8.48M
|
+399,126
|
+11%
|
|
|
2
|
Brookstone Capital Management
Wheaton,
Illinois
|
$64.6M
|
+$6.38M
|
+300,235
|
+11%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$62.6M
|
-$9.06M
|
-426,062
|
-13%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$43.1M
|
+$433K
|
+20,350
|
+1%
|
|
|
5
|
Lenox Wealth Advisors
New York
|
$28.8M
|
-$822K
|
-38,679
|
-3%
|
|
|
6
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$28.2M
|
+$7.95M
|
+373,959
|
+39%
|
|
|
7
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$24.6M
|
-$230K
|
-10,810
|
-0.9%
|
|
|
8
|
SNS Financial Group
Minneapolis,
Minnesota
|
$24M
|
+$1.4M
|
+65,746
|
+6%
|
|
|
9
|
Ironwood Financial
Tucson,
Arizona
|
$23M
|
+$1.47M
|
+69,024
|
+7%
|
|
|
10
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$22.7M
|
+$1.71M
|
+80,326
|
+8%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$21.7M
|
+$1.66M
|
+78,176
|
+8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$20.4M
|
+$490K
|
+23,059
|
+2%
|
|
|
13
|
Eastern Bank
Boston,
Massachusetts
|
$18.5M
|
+$611K
|
+28,762
|
+3%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.1M
|
–
|
–
|
–
|
|
|
15
|
Davenport & Co
Richmond,
Virginia
|
$17.7M
|
+$1.35M
|
+63,424
|
+8%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.6M
|
+$383K
|
+18,025
|
+2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$14M
|
+$5.51M
|
+259,014
|
+65%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$2.06M
|
+97,131
|
+18%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.5M
|
+$893K
|
+41,994
|
+7%
|
|
|
20
|
HM Payson & Co
Portland,
Maine
|
$12.6M
|
+$973K
|
+45,777
|
+8%
|
|
|
21
|
Edge Wealth Management
New York
|
$11.8M
|
+$573K
|
+26,945
|
+5%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.7M
|
+$73K
|
+3,436
|
+0.6%
|
|
|
23
|
Asset Dedication LLC
San Francisco,
California
|
$11.2M
|
+$2.9M
|
+136,250
|
+35%
|
|
|
24
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$10.2M
|
+$3.06M
|
+143,983
|
+43%
|
|
|
25
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$9.93M
|
+$1.02M
|
+47,987
|
+11%
|
|