|
1
|
Bank of Italy
Rome,
Italy
|
$33.5M
|
–
|
–
|
–
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$30.5M
|
+$30M
|
+701,751
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$15.2M
|
+$8.44M
|
+197,834
|
+131%
|
|
|
4
|
PFS Investments
Duluth,
Georgia
|
$6.42M
|
+$3.44M
|
+80,708
|
+120%
|
|
|
5
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.51M
|
+$825K
|
+19,336
|
+23%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.84M
|
+$342K
|
+8,013
|
+10%
|
|
|
7
|
Blue Edge Capital
Richmond,
Virginia
|
$2.99M
|
+$72.4K
|
+1,696
|
+3%
|
|
|
8
|
Retirement Capital Strategies
San Jose,
California
|
$2.96M
|
+$1.26M
|
+29,446
|
+72%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.69M
|
+$1.14M
|
+26,770
|
+220%
|
|
|
10
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$1.51M
|
-$2.27M
|
-53,232
|
-71%
|
|
|
11
|
Sage Advisory Services
Austin,
Texas
|
$1.41M
|
+$692K
|
+16,206
|
+100%
|
|
|
12
|
|
$1.28M
|
+$868K
|
+20,338
|
+224%
|
|
|
13
|
Armbruster Capital Management
Pittsford,
New York
|
$1.07M
|
+$1.06M
|
+24,725
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.02M
|
+$261K
|
+6,112
|
+44%
|
|
|
15
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$991K
|
+$975K
|
+22,835
|
New
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$974K
|
-$48.5K
|
-1,136
|
-5%
|
|
|
17
|
Financial Engines Advisors
Santa Clara,
California
|
$970K
|
+$953K
|
+22,334
|
New
|
|
|
18
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$778K
|
+$24.9K
|
+583
|
+3%
|
|
|
19
|
New York Life Investment Management
New York
|
$737K
|
+$370K
|
+8,677
|
+105%
|
|
|
20
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$633K
|
-$15.3K
|
-358
|
-2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$610K
|
+$315K
|
+7,369
|
+110%
|
|
|
22
|
Principal Financial Group
Des Moines,
Iowa
|
$586K
|
+$576K
|
+13,500
|
New
|
|
|
23
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$461K
|
+$453K
|
+10,624
|
New
|
|
|
24
|
Operose Advisors
Milwaukee,
Wisconsin
|
$346K
|
+$1.07K
|
+25
|
+0.3%
|
|
|
25
|
Tower Research Capital (TRC)
New York
|
$341K
|
-$43.5K
|
-1,019
|
-11%
|
|
