|
1
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53.9M
|
+$1.88M
|
+26,947
|
+4%
|
|
|
2
|
Wealthspire Advisors (New York)
New York
|
$31.8M
|
+$2.82M
|
+40,287
|
+10%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$26.3M
|
+$8.33M
|
+119,118
|
+48%
|
|
|
4
|
Rossby Financial
Melbourne,
Florida
|
$22.1M
|
+$1.63M
|
+23,296
|
+8%
|
|
|
5
|
World Investment Advisors
Santa Barbara,
California
|
$16.8M
|
-$264K
|
-3,775
|
-2%
|
|
|
6
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$9.61M
|
+$300K
|
+4,286
|
+3%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$8.53M
|
-$91.2K
|
-1,305
|
-1%
|
|
|
8
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$8.53M
|
-$91.2K
|
-1,305
|
-1%
|
|
|
9
|
D.J. St. Germain
Springfield,
Massachusetts
|
$7.41M
|
+$1.18M
|
+16,941
|
+19%
|
|
|
10
|
MGO One Seven
Beachwood,
Ohio
|
$4.58M
|
+$4.49M
|
+64,266
|
New
|
|
|
11
|
|
$4.42M
|
+$4.34M
|
+62,011
|
New
|
|
|
12
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$4.17M
|
+$105K
|
+1,508
|
+3%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.23M
|
+$488K
|
+6,975
|
+18%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.15M
|
+$734K
|
+10,501
|
+31%
|
|
|
15
|
North Berkeley Wealth Management
Berkeley,
California
|
$2.95M
|
+$2.89M
|
+41,365
|
New
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$2.58M
|
+$2.53M
|
+36,117
|
New
|
|
|
17
|
Archer Investment Management
Austin,
Texas
|
$2.52M
|
-$647K
|
-9,250
|
-21%
|
|
|
18
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.47M
|
+$198K
|
+2,833
|
+9%
|
|
|
19
|
Financial Insights
Tacoma,
Washington
|
$2.28M
|
+$212K
|
+3,030
|
+10%
|
|
|
20
|
Evolve Private Wealth
Los Angeles,
California
|
$1.83M
|
+$1.79M
|
+25,634
|
New
|
|
|
21
|
|
$1.68M
|
+$139K
|
+1,982
|
+9%
|
|
|
22
|
WealthGarden F.S.
El Segundo,
California
|
$1.53M
|
+$155K
|
+2,210
|
+12%
|
|
|
23
|
A&I Financial Services
Lone Tree,
Colorado
|
$1.53M
|
+$36.1K
|
+516
|
+2%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.47M
|
+$898K
|
+12,837
|
+165%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.23M
|
-$40.7K
|
-582
|
-3%
|
|
