|
1
|
Bank of Italy
Rome,
Italy
|
$35.6M
|
–
|
–
|
–
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$32.8M
|
+$25.5M
|
+587,261
|
+476%
|
|
|
3
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$21M
|
-$2.9M
|
-66,929
|
-13%
|
|
|
4
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$17M
|
+$679K
|
+15,651
|
+4%
|
|
|
5
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$13.1M
|
+$2.22M
|
+51,081
|
+22%
|
|
|
6
|
Laurel Wealth Planning
Edina,
Minnesota
|
$10.5M
|
+$9.89M
|
+228,110
|
New
|
|
|
7
|
Principal Financial Group
Des Moines,
Iowa
|
$9.43M
|
+$894K
|
+20,613
|
+11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$6.93M
|
-$342K
|
-7,895
|
-5%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$4.04M
|
+$428K
|
+9,857
|
+13%
|
|
|
10
|
Blue Edge Capital
Richmond,
Virginia
|
$3.56M
|
+$690K
|
+15,896
|
+26%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.16M
|
-$65K
|
-1,499
|
-2%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$2.61M
|
-$162K
|
-3,728
|
-6%
|
|
|
13
|
PineBridge Investments
New York
|
$2.46M
|
–
|
–
|
–
|
|
|
14
|
Financial Services Advisory
Rockville,
Maryland
|
$2.35M
|
+$2.21M
|
+50,919
|
New
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$2.35M
|
+$1.39K
|
+32
|
+0.1%
|
|
|
16
|
|
$1.94M
|
+$1.82M
|
+42,053
|
New
|
|
|
17
|
Bank of New York Mellon
New York
|
$1.85M
|
-$2.4M
|
-55,344
|
-58%
|
|
|
18
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.74M
|
+$42.5K
|
+980
|
+3%
|
|
|
19
|
Armbruster Capital Management
Pittsford,
New York
|
$1.66M
|
+$8.68K
|
+200
|
+0.6%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$1.48M
|
+$62.3K
|
+1,436
|
+5%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.42M
|
+$486K
|
+11,198
|
+58%
|
|
|
22
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.41M
|
+$103K
|
+2,363
|
+8%
|
|
|
23
|
Equitable Holdings
New York
|
$1.38M
|
+$226K
|
+5,218
|
+21%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$1.33M
|
+$613K
|
+14,130
|
+96%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$1.32M
|
-$170K
|
-3,912
|
-12%
|
|
