|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$39.3M
|
+$128K
|
+2,200
|
+0.3%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$15M
|
+$12.6M
|
+216,535
|
+517%
|
|
|
3
|
World Investment Advisors
Santa Barbara,
California
|
$9.7M
|
+$9.75M
|
+167,589
|
New
|
|
|
4
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$7.39M
|
-$116K
|
-1,995
|
-2%
|
|
|
5
|
Rossby Financial
Melbourne,
Florida
|
$5.59M
|
+$5.44M
|
+93,546
|
New
|
|
|
6
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$4.96M
|
+$565K
|
+9,702
|
+13%
|
|
|
7
|
D.J. St. Germain
Springfield,
Massachusetts
|
$3.91M
|
+$362K
|
+6,220
|
+10%
|
|
|
8
|
|
$2.86M
|
+$1.44M
|
+24,723
|
+100%
|
|
|
9
|
EP Wealth Advisors
Torrance,
California
|
$2.77M
|
-$270K
|
-4,638
|
-9%
|
|
|
10
|
Archer Investment Management
Austin,
Texas
|
$2.72M
|
-$329K
|
-5,648
|
-11%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$1.7M
|
+$126K
|
+2,164
|
+8%
|
|
|
12
|
|
$1.51M
|
+$632K
|
+10,853
|
+71%
|
|
|
13
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.32M
|
+$304K
|
+5,223
|
+30%
|
|
|
14
|
A&I Financial Services
Lone Tree,
Colorado
|
$1.18M
|
+$100K
|
+1,718
|
+9%
|
|
|
15
|
Kondo Wealth Advisors
Pasadena,
California
|
$1.05M
|
-$206K
|
-3,546
|
-16%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$972K
|
+$74.1K
|
+1,274
|
+8%
|
|
|
17
|
WealthGarden F.S.
El Segundo,
California
|
$882K
|
-$582
|
-10
|
-0.1%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$652K
|
+$467K
|
+8,029
|
+248%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$612K
|
+$615K
|
+10,570
|
New
|
|
|
20
|
Financial Engines Advisors
Santa Clara,
California
|
$499K
|
-$9.72K
|
-167
|
-2%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$495K
|
+$129K
|
+2,219
|
+35%
|
|
|
22
|
|
$445K
|
+$447K
|
+7,689
|
New
|
|
|
23
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$329K
|
+$95K
|
+1,633
|
+40%
|
|
|
24
|
Plum Street Advisors
New Orleans,
Louisiana
|
$319K
|
+$100K
|
+1,718
|
+45%
|
|
|
25
|
Per Stirling Capital Management
Austin,
Texas
|
$279K
|
+$524
|
+9
|
+0.2%
|
|
