|
1
|
Bank of Italy
Rome,
Italy
|
$40.9M
|
–
|
–
|
–
|
|
|
2
|
Retirement Capital Strategies
San Jose,
California
|
$37.1M
|
+$28.4M
|
+557,254
|
+396%
|
|
|
3
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$20.2M
|
+$326K
|
+6,412
|
+2%
|
|
|
4
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$18.7M
|
+$17.9M
|
+351,995
|
New
|
|
|
5
|
Laurel Wealth Planning
Edina,
Minnesota
|
$11.8M
|
-$208K
|
-4,086
|
-2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$11.3M
|
+$72.4K
|
+1,422
|
+0.7%
|
|
|
7
|
Financial Network Wealth Management
Draper,
Utah
|
$9.41M
|
+$578K
|
+11,369
|
+7%
|
|
|
8
|
Principal Financial Group
Des Moines,
Iowa
|
$8.17M
|
-$2.55M
|
-50,193
|
-25%
|
|
|
9
|
Financial Engines Advisors
Santa Clara,
California
|
$5.35M
|
+$127K
|
+2,495
|
+3%
|
|
|
10
|
Blue Edge Capital
Richmond,
Virginia
|
$5.13M
|
+$266K
|
+5,218
|
+6%
|
|
|
11
|
SOA Wealth Advisors
New York
|
$4.8M
|
+$4.09M
|
+80,449
|
+801%
|
|
|
12
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.55M
|
-$19.3M
|
-380,191
|
-82%
|
|
|
13
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.75M
|
+$33.8K
|
+664
|
+1%
|
|
|
14
|
|
$3.04M
|
+$585K
|
+11,492
|
+25%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$2.95M
|
-$2.29K
|
-45
|
-0.1%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$2.77M
|
-$66.4K
|
-1,304
|
-2%
|
|
|
17
|
Financial Services Advisory
Rockville,
Maryland
|
$2.72M
|
+$16.7K
|
+328
|
+0.6%
|
|
|
18
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.57M
|
+$2.46M
|
+48,307
|
New
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$2.14M
|
+$16.4K
|
+323
|
+0.8%
|
|
|
20
|
Armbruster Capital Management
Pittsford,
New York
|
$2.09M
|
+$2.54K
|
+50
|
+0.1%
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$1.87M
|
+$202K
|
+3,970
|
+13%
|
|
|
22
|
Bank of New York Mellon
New York
|
$1.82M
|
-$130K
|
-2,553
|
-7%
|
|
|
23
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.54M
|
-$120K
|
-2,358
|
-8%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.44M
|
+$2.8K
|
+55
|
+0.2%
|
|
|
25
|
Equitable Holdings
New York
|
$1.42M
|
-$51.2K
|
-1,007
|
-4%
|
|
