|
1
|
EP Wealth Advisors
Torrance,
California
|
$41.2M
|
+$49.4M
|
+1,116,002
|
+13,357%
|
|
|
2
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$36.1M
|
-$399K
|
-9,016
|
-1%
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$22.6M
|
-$118M
|
-2,675,196
|
-84%
|
|
|
4
|
|
$16.6M
|
-$9M
|
-203,289
|
-35%
|
|
|
5
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$11.8M
|
+$3.04M
|
+68,676
|
+35%
|
|
|
6
|
|
$9.59M
|
-$1.41M
|
-31,818
|
-13%
|
|
|
7
|
Portland Global Advisors
Portland,
Maine
|
$8.37M
|
+$497K
|
+11,225
|
+6%
|
|
|
8
|
Prosperity Planning
Kansas City,
Missouri
|
$5.93M
|
–
|
–
|
–
|
|
|
9
|
|
$5.19M
|
+$311K
|
+7,031
|
+6%
|
|
|
10
|
|
$3.8M
|
+$717K
|
+16,179
|
+23%
|
|
|
11
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.79M
|
-$41.2K
|
-930
|
-1%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$3.63M
|
-$727K
|
-16,423
|
-17%
|
|
|
13
|
Bigelow Investment Advisors
Portland,
Maine
|
$3.24M
|
-$3.72M
|
-84,030
|
Closed
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$2.53M
|
+$193K
|
+4,365
|
+8%
|
|
|
15
|
Sunflower Bank
Dallas,
Texas
|
$2.46M
|
–
|
–
|
–
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$2.46M
|
-$44.8M
|
-1,012,175
|
-95%
|
|
|
17
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.26M
|
+$177
|
+4
|
+0%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.25M
|
-$631K
|
-14,242
|
-22%
|
|
|
19
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.21M
|
-$222K
|
-5,018
|
-9%
|
|
|
20
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$2.19M
|
-$8.9K
|
-201
|
-0.4%
|
|
|
21
|
WealthSource Partners
San Luis Obispo,
California
|
$2.07M
|
+$293K
|
+6,605
|
+17%
|
|
|
22
|
MYeCFO
La Jolla,
California
|
$2.04M
|
+$236K
|
+5,335
|
+13%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.98M
|
-$251K
|
-5,674
|
-11%
|
|
|
24
|
WBI Investments
Red Bank,
New Jersey
|
$1.78M
|
-$1.31M
|
-29,617
|
-43%
|
|
|
25
|
First Interstate Bank
Billings,
Montana
|
$1.71M
|
-$15.7M
|
-354,179
|
-90%
|
|
