|
1
|
Bank of America
Charlotte,
North Carolina
|
$24.7M
|
+$24.6M
|
+436,029
|
+2,433%
|
|
|
2
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$20.6M
|
-$172K
|
-3,049
|
-0.8%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$18.9M
|
+$4.74M
|
+83,918
|
+32%
|
|
|
4
|
Smith Anglin Financial
Dallas,
Texas
|
$17.2M
|
+$1.59M
|
+28,144
|
+10%
|
|
|
5
|
|
$15.1M
|
-$10.8M
|
-190,416
|
-41%
|
|
|
6
|
|
$14.4M
|
+$3.49M
|
+61,812
|
+31%
|
|
|
7
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$13.6M
|
+$14.1M
|
+249,519
|
New
|
|
|
8
|
Destiny Wealth Partners
Tavares,
Florida
|
$10.6M
|
+$512K
|
+9,072
|
+5%
|
|
|
9
|
SageView Advisory Group
Newport Beach,
California
|
$9.15M
|
+$9.48M
|
+167,937
|
New
|
|
|
10
|
State Street
Boston,
Massachusetts
|
$8.85M
|
+$9.17M
|
+162,422
|
New
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$6.03M
|
+$6.25M
|
+110,627
|
New
|
|
|
12
|
AllianceBernstein
Nashville,
Tennessee
|
$5.26M
|
+$5.45M
|
+96,510
|
New
|
|
|
13
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$5.26M
|
+$5.45M
|
+96,510
|
New
|
|
|
14
|
WT Wealth Management
Scottsdale,
Arizona
|
$5.04M
|
-$1.76M
|
-31,101
|
-25%
|
|
|
15
|
Disciplina Capital Management
Nashville,
Tennessee
|
$4.64M
|
-$4.04M
|
-71,504
|
-46%
|
|
|
16
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$4.63M
|
-$45.7K
|
-809
|
-0.9%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.62M
|
+$2.8M
|
+49,566
|
+141%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.88M
|
+$2.9M
|
+51,267
|
+259%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.8M
|
+$470K
|
+8,328
|
+14%
|
|
|
20
|
TRUADVICE
Sarasota,
Florida
|
$3.78M
|
+$3.93M
|
+69,605
|
New
|
|
|
21
|
Telemus Capital
Southfield,
Michigan
|
$3.46M
|
-$46.4K
|
-822
|
-1%
|
|
|
22
|
Horizons Wealth Management
Asheville,
North Carolina
|
$3.4M
|
+$3.03M
|
+53,684
|
+608%
|
|
|
23
|
WealthSource Partners
San Luis Obispo,
California
|
$3.36M
|
+$766K
|
+13,570
|
+28%
|
|
|
24
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$3.29M
|
+$85.8K
|
+1,520
|
+3%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$2.02M
|
+$262K
|
+4,646
|
+14%
|
|
