|
1
|
Gradient Investments
Arden Hills,
Minnesota
|
$24.2M
|
+$515K
|
+19,700
|
+2%
|
|
|
2
|
Capital Advantage
Walnut Creek,
California
|
$22.5M
|
+$1.32M
|
+50,410
|
+6%
|
|
|
3
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$21.5M
|
+$624K
|
+23,872
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$21M
|
+$942K
|
+36,047
|
+5%
|
|
|
5
|
|
$18.9M
|
-$596K
|
-22,797
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$15.9M
|
-$5.4M
|
-206,450
|
-25%
|
|
|
7
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$15.8M
|
-$314K
|
-12,022
|
-2%
|
|
|
8
|
Synovus Financial
Columbus,
Georgia
|
$14.9M
|
+$207K
|
+7,903
|
+1%
|
|
|
9
|
GM Advisory Group
Melville,
New York
|
$14.1M
|
-$2.11M
|
-80,760
|
-13%
|
|
|
10
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$13.2M
|
-$436K
|
-16,668
|
-3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
-$2.42M
|
-92,430
|
-17%
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$12M
|
-$45.5M
|
-1,741,561
|
-79%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
-$45.4M
|
-1,736,471
|
-81%
|
|
|
14
|
Aviance Capital Management
Sarasota,
Florida
|
$10M
|
+$10.1M
|
+387,050
|
New
|
|
|
15
|
American International Group
New York
|
$6.91M
|
+$191K
|
+7,319
|
+3%
|
|
|
16
|
Guggenheim Capital
Chicago,
Illinois
|
$6.64M
|
-$1.08M
|
-41,516
|
-14%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$6.63M
|
+$185K
|
+7,063
|
+3%
|
|
|
18
|
Atwood & Palmer
Kansas City,
Missouri
|
$6.26M
|
+$286K
|
+10,928
|
+5%
|
|
|
19
|
Summit Asset Management
Memphis,
Tennessee
|
$5.87M
|
+$140K
|
+5,349
|
+2%
|
|
|
20
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$5.59M
|
+$1.86M
|
+71,039
|
+49%
|
|
|
21
|
Ironwood Financial
Tucson,
Arizona
|
$4.96M
|
-$69K
|
-2,641
|
-1%
|
|
|
22
|
|
$4.7M
|
+$2.1M
|
+80,423
|
+80%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.58M
|
+$2.67M
|
+102,302
|
+137%
|
|
|
24
|
Confluence Wealth Management
Portland,
Oregon
|
$3.3M
|
+$492K
|
+18,835
|
+17%
|
|
|
25
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.26M
|
+$3.29M
|
+125,870
|
New
|
|
