|
1
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$29M
|
+$751K
|
+20,356
|
+3%
|
|
|
2
|
Bank of Italy
Rome,
Italy
|
$28.3M
|
–
|
–
|
–
|
|
|
3
|
LPL Financial
San Diego,
California
|
$16.9M
|
+$5M
|
+135,665
|
+42%
|
|
|
4
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$5.85M
|
+$1.26M
|
+34,198
|
+27%
|
|
|
5
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$4.65M
|
+$4.68M
|
+126,849
|
New
|
|
|
6
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.85M
|
-$203K
|
-5,508
|
-5%
|
|
|
7
|
PFS Investments
Duluth,
Georgia
|
$3.84M
|
-$2.46M
|
-66,663
|
-39%
|
|
|
8
|
Retirement Capital Strategies
San Jose,
California
|
$3.49M
|
+$3.51M
|
+95,319
|
New
|
|
|
9
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.17M
|
-$765K
|
-20,744
|
-19%
|
|
|
10
|
Blue Edge Capital
Richmond,
Virginia
|
$2.5M
|
+$49.7K
|
+1,347
|
+2%
|
|
|
11
|
Gofen & Glossberg
Chicago,
Illinois
|
$1.86M
|
-$7K
|
-190
|
-0.4%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$1.86M
|
+$1.87M
|
+50,731
|
New
|
|
|
13
|
Financial Engines Advisors
Santa Clara,
California
|
$1.38M
|
+$214K
|
+5,806
|
+18%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.21M
|
-$28.1K
|
-763
|
-2%
|
|
|
15
|
Armbruster Capital Management
Pittsford,
New York
|
$1.06M
|
+$141K
|
+3,825
|
+15%
|
|
|
16
|
US Financial Advisors
Braintree,
Massachusetts
|
$995K
|
+$1M
|
+27,135
|
New
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$995K
|
+$483K
|
+13,105
|
+93%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$953K
|
+$58.9K
|
+1,597
|
+7%
|
|
|
19
|
|
$866K
|
+$516K
|
+14,001
|
+145%
|
|
|
20
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$789K
|
-$87.2K
|
-2,365
|
-10%
|
|
|
21
|
Sage Advisory Services
Austin,
Texas
|
$784K
|
-$454K
|
-12,302
|
-37%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$723K
|
+$727K
|
+19,725
|
New
|
|
|
23
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$717K
|
+$58.4K
|
+1,584
|
+9%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$659K
|
+$662K
|
+17,966
|
New
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$642K
|
+$49.8K
|
+1,350
|
+8%
|
|
