|
1
|
|
$226M
|
+$1.27M
|
+24,481
|
+0.6%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$20M
|
+$6.45M
|
+123,772
|
+48%
|
|
|
3
|
Pure Financial Advisors
San Diego,
California
|
$14.4M
|
+$7.26M
|
+139,444
|
+104%
|
|
|
4
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$12.8M
|
+$98.8K
|
+1,898
|
+0.8%
|
|
|
5
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$11.2M
|
+$1.02M
|
+19,604
|
+10%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$9.78M
|
+$9.67M
|
+185,658
|
New
|
|
|
7
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$9.74M
|
-$1.55M
|
-29,675
|
-14%
|
|
|
8
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.4M
|
+$608K
|
+11,672
|
+11%
|
|
|
9
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$6.1M
|
+$951K
|
+18,252
|
+19%
|
|
|
10
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$3.99M
|
+$491K
|
+9,437
|
+14%
|
|
|
11
|
Suntrust Banks
Atlanta,
Georgia
|
$3.95M
|
+$3.91M
|
+75,023
|
New
|
|
|
12
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$3.12M
|
+$3.09M
|
+59,279
|
New
|
|
|
13
|
LPL Financial
San Diego,
California
|
$3.06M
|
+$1.15M
|
+22,141
|
+62%
|
|
|
14
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$2.65M
|
–
|
–
|
–
|
|
|
15
|
Appleton Partners
Boston,
Massachusetts
|
$2.64M
|
+$1.68M
|
+32,352
|
+182%
|
|
|
16
|
Advisory Alpha
Holland,
Michigan
|
$2.44M
|
+$2.35M
|
+45,189
|
+3,185%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$2.41M
|
+$1.56M
|
+30,031
|
+101%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$2.17M
|
+$227K
|
+4,357
|
+12%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.16M
|
+$566K
|
+10,867
|
+36%
|
|
|
20
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$2.1M
|
+$609K
|
+11,702
|
+41%
|
|
|
21
|
FDx Advisors
Chicago,
Illinois
|
$2.02M
|
+$328K
|
+6,295
|
+20%
|
|
|
22
|
|
$1.39M
|
-$919K
|
-17,653
|
-40%
|
|
|
23
|
Bank of America
Charlotte,
North Carolina
|
$1.28M
|
-$824K
|
-15,820
|
-39%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$1.19M
|
-$998K
|
-19,170
|
-46%
|
|
|
25
|
|
$1.16M
|
+$808K
|
+15,512
|
+235%
|
|
