|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$97.7M
|
+$10.7M
|
+387,562
|
+12%
|
|
|
2
|
|
$25.9M
|
+$31.1M
|
+1,130,252
|
New
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$18.2M
|
+$2.26M
|
+82,199
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.5M
|
+$6.06M
|
+220,170
|
+94%
|
|
|
5
|
|
$11.1M
|
+$2.77M
|
+100,444
|
+33%
|
|
|
6
|
|
$6.49M
|
-$130K
|
-4,733
|
-2%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$5.37M
|
+$1.32M
|
+48,041
|
+33%
|
|
|
8
|
Summit Asset Management
Memphis,
Tennessee
|
$4.82M
|
+$207K
|
+7,513
|
+4%
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$3.87M
|
+$3.99K
|
+145
|
+0.1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.8M
|
+$2.74M
|
+99,468
|
+260%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$2.6M
|
+$2.14M
|
+77,898
|
+483%
|
|
|
12
|
Atwood & Palmer
Kansas City,
Missouri
|
$2.56M
|
+$2.56M
|
+92,905
|
New
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.46M
|
+$2.08M
|
+75,583
|
+560%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.45M
|
+$1.15M
|
+41,643
|
+89%
|
|
|
15
|
Ashfield Capital Partners
San Francisco,
California
|
$2.1M
|
+$314K
|
+11,395
|
+18%
|
|
|
16
|
Confluence Wealth Management
Portland,
Oregon
|
$1.97M
|
+$446K
|
+16,207
|
+29%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$1.97M
|
+$1.5M
|
+54,555
|
+328%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.75M
|
+$538K
|
+19,556
|
+44%
|
|
|
19
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$1.74M
|
-$183K
|
-6,637
|
-10%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.47M
|
+$27.6K
|
+1,004
|
+2%
|
|
|
21
|
Davenport & Co
Richmond,
Virginia
|
$1.35M
|
+$511K
|
+18,560
|
+61%
|
|
|
22
|
Cambridge Trust
Cambridge,
Massachusetts
|
$980K
|
+$233K
|
+8,465
|
+31%
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
$712K
|
+$41.9K
|
+1,523
|
+6%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$598K
|
+$596K
|
+21,652
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$581K
|
-$4.85M
|
-176,179
|
-89%
|
|
