|
1
|
|
$55.7M
|
+$5.57M
|
+125,889
|
+11%
|
|
|
2
|
Focus Partners Wealth
Boston,
Massachusetts
|
$36.6M
|
-$34.9M
|
-789,040
|
-49%
|
|
|
3
|
|
$33.8M
|
+$7.12M
|
+160,924
|
+27%
|
|
|
4
|
Portland Global Advisors
Portland,
Maine
|
$18.1M
|
+$810K
|
+18,295
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.6M
|
-$1.32M
|
-29,747
|
-7%
|
|
|
6
|
Prosperity Planning
Kansas City,
Missouri
|
$15.1M
|
–
|
–
|
–
|
|
|
7
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$14.6M
|
+$427K
|
+9,640
|
+3%
|
|
|
8
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.2M
|
+$1.03M
|
+23,315
|
+9%
|
|
|
9
|
Northland Capital Management
Virginia,
Minnesota
|
$10.9M
|
+$423K
|
+9,554
|
+4%
|
|
|
10
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$10.6M
|
+$1.45M
|
+32,781
|
+16%
|
|
|
11
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$8.75M
|
+$1.18M
|
+26,774
|
+16%
|
|
|
12
|
|
$8.5M
|
+$970K
|
+21,923
|
+13%
|
|
|
13
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$7.25M
|
+$1.31M
|
+29,501
|
+22%
|
|
|
14
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$6.83M
|
+$677K
|
+15,292
|
+11%
|
|
|
15
|
Financial Engines Advisors
Santa Clara,
California
|
$6.42M
|
+$248K
|
+5,613
|
+4%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$5.18M
|
+$795K
|
+17,964
|
+18%
|
|
|
17
|
|
$5.16M
|
+$83.5K
|
+1,887
|
+2%
|
|
|
18
|
Avise Financial Cooperative
Los Angeles,
California
|
$4.55M
|
+$678K
|
+15,324
|
+17%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.32M
|
+$325K
|
+7,334
|
+8%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.76M
|
-$207K
|
-4,669
|
-5%
|
|
|
21
|
Guidance Capital
Lousville,
Kentucky
|
$3.71M
|
+$465K
|
+10,519
|
+14%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.05M
|
+$581K
|
+13,132
|
+23%
|
|
|
23
|
Sunflower Bank
Dallas,
Texas
|
$2.45M
|
–
|
–
|
–
|
|
|
24
|
LifePlan Financial
Mankato,
Minnesota
|
$2.31M
|
+$33.9K
|
+767
|
+1%
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$2.2M
|
+$90.3K
|
+2,041
|
+4%
|
|
