|
1
|
Bank of Italy
Rome,
Italy
|
$39M
|
–
|
–
|
–
|
|
|
2
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$23.6M
|
+$554K
|
+11,475
|
+3%
|
|
|
3
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$18.9M
|
+$314K
|
+6,508
|
+2%
|
|
|
4
|
Laurel Wealth Planning
Edina,
Minnesota
|
$11.5M
|
-$88.2K
|
-1,827
|
-0.8%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$2.99M
|
+61,991
|
+41%
|
|
|
6
|
Principal Financial Group
Des Moines,
Iowa
|
$10.3M
|
–
|
–
|
–
|
|
|
7
|
Financial Network Wealth Management
Draper,
Utah
|
$8.31M
|
+$8M
|
+165,815
|
New
|
|
|
8
|
Retirement Capital Strategies
San Jose,
California
|
$7.12M
|
-$27.5M
|
-569,819
|
-80%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$4.97M
|
+$515K
|
+10,682
|
+12%
|
|
|
10
|
Blue Edge Capital
Richmond,
Virginia
|
$4.63M
|
+$690K
|
+14,291
|
+19%
|
|
|
11
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.54M
|
+$75.1K
|
+1,556
|
+2%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$2.81M
|
-$47.5K
|
-984
|
-2%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$2.7M
|
+$1.03M
|
+21,426
|
+67%
|
|
|
14
|
Financial Services Advisory
Rockville,
Maryland
|
$2.58M
|
+$145
|
+3
|
+0%
|
|
|
15
|
|
$2.32M
|
+$180K
|
+3,737
|
+9%
|
|
|
16
|
PineBridge Investments
New York
|
$2.21M
|
-$467K
|
-9,671
|
-18%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$2.02M
|
+$444K
|
+9,205
|
+30%
|
|
|
18
|
Armbruster Capital Management
Pittsford,
New York
|
$1.99M
|
+$166K
|
+3,430
|
+10%
|
|
|
19
|
Bank of New York Mellon
New York
|
$1.86M
|
-$162K
|
-3,353
|
-8%
|
|
|
20
|
|
$1.75M
|
+$693K
|
+14,353
|
+71%
|
|
|
21
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.59M
|
+$37.4K
|
+775
|
+3%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$1.58M
|
+$117K
|
+2,426
|
+8%
|
|
|
23
|
Equitable Holdings
New York
|
$1.4M
|
-$104K
|
-2,153
|
-7%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.37M
|
+$127K
|
+2,635
|
+11%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$1.32M
|
+$91K
|
+1,885
|
+8%
|
|
