|
1
|
Bank of Italy
Rome,
Italy
|
$51M
|
–
|
–
|
–
|
|
|
2
|
Financial Network Wealth Management
Draper,
Utah
|
$32.3M
|
+$877K
|
+13,487
|
+3%
|
|
|
3
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$27M
|
-$339K
|
-5,220
|
-1%
|
|
|
4
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$26.1M
|
+$339K
|
+5,214
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$21.7M
|
+$280K
|
+4,307
|
+1%
|
|
|
6
|
Tompkins Financial
Ithaca,
New York
|
$19.1M
|
-$124K
|
-1,903
|
-0.7%
|
|
|
7
|
SOA Wealth Advisors
New York
|
$13.3M
|
+$186K
|
+2,865
|
+1%
|
|
|
8
|
Laurel Wealth Planning
Edina,
Minnesota
|
$10.6M
|
-$637K
|
-9,787
|
-6%
|
|
|
9
|
Retirement Capital Strategies
San Jose,
California
|
$10.5M
|
-$617K
|
-9,483
|
-6%
|
|
|
10
|
Principal Financial Group
Des Moines,
Iowa
|
$10.2M
|
–
|
–
|
–
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$10M
|
+$69.7K
|
+1,071
|
+0.7%
|
|
|
12
|
GAM Holding
Zurich,
Switzerland
|
$10M
|
+$9.85M
|
+151,430
|
New
|
|
|
13
|
Blue Edge Capital
Richmond,
Virginia
|
$6.7M
|
+$86.1K
|
+1,324
|
+1%
|
|
|
14
|
Financial Engines Advisors
Santa Clara,
California
|
$6.25M
|
+$445K
|
+6,837
|
+8%
|
|
|
15
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.54M
|
-$617K
|
-9,480
|
-10%
|
|
|
16
|
|
$4.66M
|
+$4.55M
|
+69,972
|
New
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.78M
|
+$194K
|
+2,978
|
+5%
|
|
|
18
|
Gradient Investments
Arden Hills,
Minnesota
|
$3.77M
|
+$181K
|
+2,778
|
+5%
|
|
|
19
|
Equitable Holdings
New York
|
$3.63M
|
-$210K
|
-3,223
|
-6%
|
|
|
20
|
Bank of New York Mellon
New York
|
$3.26M
|
+$16.5K
|
+254
|
+0.5%
|
|
|
21
|
Raymond James Financial
St Petersburg,
Florida
|
$3.16M
|
+$111K
|
+1,711
|
+4%
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
$2.52M
|
-$5.14K
|
-79
|
-0.2%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$2.25M
|
-$16.7K
|
-257
|
-0.7%
|
|
|
24
|
Larson Financial Group
St Louis,
Missouri
|
$2.18M
|
+$527K
|
+8,099
|
+33%
|
|
|
25
|
Armbruster Capital Management
Pittsford,
New York
|
$2.1M
|
+$520
|
+8
|
+0%
|
|
