|
1
|
Capital Planning Advisors
Roseville,
California
|
$10.6M
|
+$8.64M
|
+97,659
|
New
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.06M
|
+$1.69M
|
+19,128
|
+35%
|
|
|
3
|
Retirement Capital Strategies
San Jose,
California
|
$7.91M
|
+$475K
|
+5,368
|
+8%
|
|
|
4
|
Fulcrum Equity Management
Plano,
Texas
|
$3.69M
|
-$181K
|
-2,043
|
-6%
|
|
|
5
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.98M
|
+$223K
|
+2,517
|
+16%
|
|
|
6
|
Allianz Asset Management
Munich,
Germany
|
$1.97M
|
+$707K
|
+7,990
|
+78%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$1.38M
|
+$1.13M
|
+12,739
|
New
|
|
|
8
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$1.04M
|
+$180K
|
+2,030
|
+27%
|
|
|
9
|
|
$849K
|
+$61.6K
|
+696
|
+10%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$802K
|
+$172K
|
+1,947
|
+36%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$787K
|
+$643K
|
+7,265
|
New
|
|
|
12
|
Bulltick Wealth Management
Miami,
Florida
|
$747K
|
+$611K
|
+6,900
|
New
|
|
|
13
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$661K
|
+$73.4K
|
+829
|
+16%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$541K
|
+$328K
|
+3,709
|
+287%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$528K
|
-$194K
|
-2,197
|
-31%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$499K
|
+$408K
|
+4,611
|
New
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$468K
|
+$386K
|
+4,357
|
New
|
|
|
18
|
Optimum Investment Advisors
Chicago,
Illinois
|
$368K
|
+$301K
|
+3,400
|
New
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$274K
|
+$224K
|
+2,531
|
New
|
|
|
20
|
SNS Financial Group
Minneapolis,
Minnesota
|
$268K
|
+$219K
|
+2,471
|
New
|
|
|
21
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$250K
|
+$204K
|
+2,306
|
New
|
|
|
22
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$227K
|
+$186K
|
+2,097
|
New
|
|
|
23
|
Western Wealth Management
Golden,
Colorado
|
$217K
|
+$177K
|
+2,000
|
New
|
|
|
24
|
Prism Advisors
Studio City,
California
|
$204K
|
+$167K
|
+1,881
|
New
|
|
|
25
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$130K
|
+$9.74K
|
+110
|
+10%
|
|
