|
1
|
Wells Fargo
San Francisco,
California
|
$29.2M
|
-$3.4M
|
-130,740
|
-10%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$22.9M
|
+$1.73M
|
+66,727
|
+8%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$19M
|
+$17.3M
|
+665,631
|
+785%
|
|
|
4
|
|
$17.7M
|
+$3.68M
|
+141,540
|
+25%
|
|
|
5
|
|
$16.2M
|
+$13.5M
|
+517,752
|
+423%
|
|
|
6
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$15.9M
|
+$632K
|
+24,347
|
+4%
|
|
|
7
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$15.7M
|
+$2.16M
|
+83,094
|
+16%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$14M
|
-$4.69M
|
-180,700
|
-25%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
+$219K
|
+8,436
|
+2%
|
|
|
10
|
Guggenheim Capital
Chicago,
Illinois
|
$7.45M
|
-$440K
|
-16,954
|
-5%
|
|
|
11
|
Ironwood Financial
Tucson,
Arizona
|
$7.09M
|
+$138K
|
+5,331
|
+2%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$6.4M
|
+$182K
|
+7,022
|
+3%
|
|
|
13
|
Atwood & Palmer
Kansas City,
Missouri
|
$5.62M
|
+$345K
|
+13,276
|
+6%
|
|
|
14
|
Summit Asset Management
Memphis,
Tennessee
|
$5.57M
|
+$170K
|
+6,541
|
+3%
|
|
|
15
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$5.49M
|
+$1.85M
|
+71,049
|
+49%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$5.12M
|
+$986K
|
+37,948
|
+23%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.81M
|
+$12.3M
|
+472,437
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.45M
|
+$4.1M
|
+157,640
|
+882%
|
|
|
19
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.75M
|
+$3.84M
|
+147,732
|
New
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.58M
|
+$854K
|
+32,876
|
+30%
|
|
|
21
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.15M
|
+$101K
|
+3,877
|
+3%
|
|
|
22
|
Confluence Wealth Management
Portland,
Oregon
|
$3M
|
+$592K
|
+22,793
|
+24%
|
|
|
23
|
Linscomb Wealth
Houston,
Texas
|
$2.96M
|
-$143K
|
-5,506
|
-5%
|
|
|
24
|
Pring Turner Capital Group
Alamo,
California
|
$2.91M
|
-$134K
|
-5,155
|
-4%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.67M
|
-$36.6K
|
-1,409
|
-1%
|
|
