|
1
|
|
$165M
|
-$14.8M
|
-643,897
|
-8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$59.4M
|
+$9.87M
|
+429,930
|
+18%
|
|
|
3
|
55I LLC
Boston,
Massachusetts
|
$46.1M
|
+$6.99M
|
+304,470
|
+16%
|
|
|
4
|
|
$37.2M
|
+$14.3M
|
+622,155
|
+54%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$24.4M
|
+$923K
|
+40,212
|
+4%
|
|
|
6
|
PFS Investments
Duluth,
Georgia
|
$23.8M
|
+$753K
|
+32,824
|
+3%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
+$4.86M
|
+211,675
|
+32%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$17.8M
|
+$5.28M
|
+230,301
|
+37%
|
|
|
9
|
Capital Planning Advisors
Roseville,
California
|
$16.3M
|
+$59.2K
|
+2,580
|
+0.3%
|
|
|
10
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.7M
|
+$3.36M
|
+146,232
|
+40%
|
|
|
11
|
Scarborough Advisors
Annapolis,
Maryland
|
$10.6M
|
+$9.63M
|
+419,767
|
+482%
|
|
|
12
|
|
$9.14M
|
+$8.78M
|
+382,560
|
+723%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$9.13M
|
-$914K
|
-39,848
|
-8%
|
|
|
14
|
Fidelity Investments
Boston,
Massachusetts
|
$8.46M
|
+$1.41M
|
+61,257
|
+18%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.23M
|
+$715K
|
+31,161
|
+9%
|
|
|
16
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$7.83M
|
+$896K
|
+39,063
|
+12%
|
|
|
17
|
Choice Wealth Advisors
Waterville,
Maine
|
$7.73M
|
+$8.45M
|
+368,086
|
New
|
|
|
18
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$7.46M
|
+$3.31M
|
+144,332
|
+68%
|
|
|
19
|
Austin Private Wealth
Austin,
Texas
|
$7.42M
|
+$1.6M
|
+69,687
|
+25%
|
|
|
20
|
|
$6.71M
|
+$1.16M
|
+50,541
|
+19%
|
|
|
21
|
LWM Advisory Services
Plantation,
Florida
|
$6.6M
|
+$719K
|
+31,323
|
+11%
|
|
|
22
|
West Wealth Group
Irvine,
California
|
$6.15M
|
-$141K
|
-6,135
|
-2%
|
|
|
23
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$6.1M
|
+$282K
|
+12,309
|
+4%
|
|
|
24
|
Flow Traders U.S.
New York
|
$6M
|
+$6.56M
|
+285,791
|
New
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.16M
|
+$1.97M
|
+85,823
|
+54%
|
|
