|
1
|
Bank of Italy
Rome,
Italy
|
$32M
|
–
|
–
|
–
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21.6M
|
+$466K
|
+10,779
|
+2%
|
|
|
3
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$14.6M
|
+$498K
|
+11,526
|
+3%
|
|
|
4
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$9.62M
|
+$4.54M
|
+104,913
|
+83%
|
|
|
5
|
Principal Financial Group
Des Moines,
Iowa
|
$7.61M
|
+$3.36M
|
+77,656
|
+73%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$6.55M
|
-$605K
|
-13,995
|
-8%
|
|
|
7
|
Retirement Capital Strategies
San Jose,
California
|
$5.11M
|
-$2.16M
|
-49,975
|
-29%
|
|
|
8
|
Bank of New York Mellon
New York
|
$3.96M
|
+$4.13M
|
+95,473
|
New
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$3.22M
|
+$255K
|
+5,899
|
+8%
|
|
|
10
|
Gradient Investments
Arden Hills,
Minnesota
|
$2.9M
|
-$49.8K
|
-1,151
|
-2%
|
|
|
11
|
Blue Edge Capital
Richmond,
Virginia
|
$2.54M
|
+$31.3K
|
+725
|
+1%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$2.5M
|
+$138K
|
+3,190
|
+6%
|
|
|
13
|
Atria Investments
Charlotte,
North Carolina
|
$2.3M
|
+$372K
|
+8,613
|
+18%
|
|
|
14
|
PineBridge Investments
New York
|
$2.21M
|
-$576K
|
-13,325
|
-20%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$2.11M
|
+$648
|
+15
|
+0%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.72M
|
+$589K
|
+13,631
|
+49%
|
|
|
17
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.52M
|
-$460K
|
-10,649
|
-23%
|
|
|
18
|
Armbruster Capital Management
Pittsford,
New York
|
$1.48M
|
-$1.08K
|
-25
|
-0.1%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$1.41M
|
+$399K
|
+9,236
|
+37%
|
|
|
20
|
New York Life Investment Management
New York
|
$1.4M
|
-$178K
|
-4,109
|
-11%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.39M
|
-$35.8K
|
-827
|
-2%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$1.34M
|
+$1.4M
|
+32,396
|
New
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$1.27M
|
+$175K
|
+4,058
|
+15%
|
|
|
24
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.17M
|
+$87.6K
|
+2,027
|
+8%
|
|
|
25
|
Equitable Holdings
New York
|
$1.02M
|
+$1.07M
|
+24,679
|
New
|
|
