|
1
|
Bank of Italy
Rome,
Italy
|
$33.2M
|
–
|
–
|
–
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22M
|
-$13M
|
-319,979
|
-39%
|
|
|
3
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$14.6M
|
+$6.55M
|
+161,061
|
+90%
|
|
|
4
|
Retirement Capital Strategies
San Jose,
California
|
$7.46M
|
+$7.05M
|
+173,230
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.4M
|
-$2.65M
|
-65,173
|
-27%
|
|
|
6
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$5.46M
|
–
|
–
|
–
|
|
|
7
|
Principal Financial Group
Des Moines,
Iowa
|
$4.55M
|
+$922K
|
+22,660
|
+27%
|
|
|
8
|
PFS Investments
Duluth,
Georgia
|
$4.51M
|
-$57.8K
|
-1,421
|
-1%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$3.09M
|
+$384K
|
+9,428
|
+15%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.06M
|
-$265K
|
-6,522
|
-8%
|
|
|
11
|
PineBridge Investments
New York
|
$2.87M
|
+$2.71M
|
+66,662
|
New
|
|
|
12
|
Blue Edge Capital
Richmond,
Virginia
|
$2.6M
|
-$69.9K
|
-1,719
|
-3%
|
|
|
13
|
One Capital Management
Westlake Village,
California
|
$2.46M
|
+$2.32M
|
+57,032
|
New
|
|
|
14
|
Corient Private Wealth
Miami,
Florida
|
$2.18M
|
–
|
–
|
–
|
|
|
15
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.04M
|
-$39.4K
|
-968
|
-2%
|
|
|
16
|
Atria Investments
Charlotte,
North Carolina
|
$2.01M
|
+$1.9M
|
+46,795
|
New
|
|
|
17
|
New York Life Investment Management
New York
|
$1.63M
|
+$1.54M
|
+37,949
|
New
|
|
|
18
|
Armbruster Capital Management
Pittsford,
New York
|
$1.54M
|
+$45.8K
|
+1,125
|
+3%
|
|
|
19
|
|
$1.54M
|
+$849K
|
+20,873
|
+140%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.48M
|
+$29.7K
|
+731
|
+2%
|
|
|
21
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.43M
|
+$552K
|
+13,572
|
+69%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.2M
|
+$75.4K
|
+1,853
|
+7%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.14M
|
+$234K
|
+5,757
|
+28%
|
|
|
24
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.13M
|
-$139K
|
-3,406
|
-12%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.11M
|
+$1.05M
|
+25,861
|
New
|
|
