|
1
|
Tradewinds Capital Management
Bellingham,
Washington
|
$27.6M
|
+$27.7M
|
+1,080,220
|
New
|
|
|
2
|
|
$11M
|
-$306K
|
-11,925
|
-3%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$9.85M
|
-$467K
|
-18,224
|
-5%
|
|
|
4
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9.22M
|
+$8.44M
|
+329,148
|
+1,055%
|
|
|
5
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.56M
|
+$961K
|
+37,497
|
+15%
|
|
|
6
|
|
$6.32M
|
-$1.51K
|
-59
|
-0%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$5.81M
|
-$504K
|
-19,661
|
-8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.47M
|
+$631K
|
+24,605
|
+13%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.29M
|
+$221K
|
+8,633
|
+4%
|
|
|
10
|
|
$4.91M
|
–
|
–
|
–
|
|
|
11
|
Empirical Wealth Management
Seattle,
Washington
|
$3.87M
|
+$175K
|
+6,818
|
+5%
|
|
|
12
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$3.17M
|
+$3.69K
|
+144
|
+0.1%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.14M
|
+$951K
|
+37,092
|
+43%
|
|
|
14
|
City of London Investment Management
London,
United Kingdom
|
$2.69M
|
+$359K
|
+14,000
|
+15%
|
|
|
15
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.56M
|
+$975K
|
+38,029
|
+61%
|
|
|
16
|
LVZ Inc
Holland,
Michigan
|
$2.47M
|
+$2.47M
|
+96,372
|
New
|
|
|
17
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.41M
|
+$129K
|
+5,019
|
+6%
|
|
|
18
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.28M
|
–
|
–
|
–
|
|
|
19
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.04M
|
+$59.8K
|
+2,331
|
+3%
|
|
|
20
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.98M
|
+$44.7K
|
+1,744
|
+2%
|
|
|
21
|
Gould Capital
Tacoma,
Washington
|
$1.98M
|
+$257K
|
+10,031
|
+15%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$1.72M
|
+$122K
|
+4,767
|
+8%
|
|
|
23
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.67M
|
+$122K
|
+4,773
|
+8%
|
|
|
24
|
Millburn Ridgefield Corp
New York
|
$1.5M
|
+$744
|
+29
|
+0%
|
|
|
25
|
Acima Private Wealth
Richmond,
Virginia
|
$1.45M
|
-$24.2K
|
-943
|
-2%
|
|
