|
1
|
Wells Fargo
San Francisco,
California
|
$3.35M
|
+$1.47M
|
+70,461
|
+73%
|
|
|
2
|
Envision Financial Planning
Memphis,
Tennessee
|
$3.17M
|
+$3.3M
|
+158,407
|
New
|
|
|
3
|
CGN Advisors
Manhattan,
Kansas
|
$1.98M
|
+$163K
|
+7,853
|
+9%
|
|
|
4
|
|
$1.7M
|
-$1.8M
|
-86,529
|
-50%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$1.61M
|
+$699K
|
+33,590
|
+72%
|
|
|
6
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.49M
|
–
|
–
|
–
|
|
|
7
|
|
$1.41M
|
+$151K
|
+7,267
|
+12%
|
|
|
8
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.16M
|
-$4.83K
|
-232
|
-0.4%
|
|
|
9
|
Sterling Financial Group
Pasadena,
California
|
$614K
|
+$102K
|
+4,880
|
+19%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$565K
|
+$79.4K
|
+3,817
|
+16%
|
|
|
11
|
Farmers National Bank
Danville,
Kentucky
|
$539K
|
+$95.6K
|
+4,593
|
+21%
|
|
|
12
|
Gradient Capital Advisors
San Diego,
California
|
$394K
|
–
|
–
|
–
|
|
|
13
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$391K
|
+$33K
|
+1,586
|
+9%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$381K
|
+$115K
|
+5,524
|
+41%
|
|
|
15
|
Addison Advisors
Middlebury,
Vermont
|
$338K
|
+$54.1K
|
+2,600
|
+18%
|
|
|
16
|
Confluence Investment Management
St. Louis,
Missouri
|
$292K
|
+$499
|
+24
|
+0.2%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$239K
|
+$248K
|
+11,921
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$181K
|
+$93.6K
|
+4,500
|
+99%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$167K
|
+$77.4K
|
+3,719
|
+80%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$121K
|
+$11.5K
|
+555
|
+10%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$112K
|
+$3.31K
|
+159
|
+3%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$85K
|
+$34.3K
|
+1,650
|
+63%
|
|
|
23
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$65K
|
–
|
–
|
–
|
|
|
24
|
|
$63.2K
|
–
|
–
|
–
|
|
|
25
|
|
$40K
|
+$41.6K
|
+1,999
|
New
|
|
