|
1
|
|
$399M
|
+$19.6M
|
+353,883
|
+5%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$137M
|
+$12.6M
|
+228,066
|
+10%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$37.3M
|
+$3.39M
|
+61,343
|
+10%
|
|
|
4
|
Pure Financial Advisors
San Diego,
California
|
$26.9M
|
-$1.08M
|
-19,590
|
-4%
|
|
|
5
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$24.3M
|
+$6.14M
|
+111,078
|
+34%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.4M
|
+$4.49M
|
+81,227
|
+25%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$17.6M
|
+$5.51M
|
+99,679
|
+46%
|
|
|
8
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$17.5M
|
+$3.5M
|
+63,210
|
+25%
|
|
|
9
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$16.4M
|
+$732K
|
+13,228
|
+5%
|
|
|
10
|
|
$16.2M
|
+$188K
|
+3,400
|
+1%
|
|
|
11
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$15.8M
|
+$4.41M
|
+79,700
|
+39%
|
|
|
12
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$14.7M
|
+$2.84M
|
+51,314
|
+24%
|
|
|
13
|
Insight Wealth Strategies
San Ramon,
California
|
$13.3M
|
+$13.2M
|
+238,367
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
+$1.11M
|
+19,981
|
+11%
|
|
|
15
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$11M
|
-$3.25M
|
-58,698
|
-23%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10.1M
|
+$1.38M
|
+24,885
|
+16%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$9.62M
|
+$285K
|
+5,157
|
+3%
|
|
|
18
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$9.22M
|
+$317K
|
+5,737
|
+4%
|
|
|
19
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$9.05M
|
-$234K
|
-4,231
|
-3%
|
|
|
20
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$8.14M
|
+$644K
|
+11,644
|
+9%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.74M
|
+$4.56M
|
+82,524
|
+144%
|
|
|
22
|
|
$6.95M
|
+$2.08M
|
+37,587
|
+43%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$6.84M
|
+$191K
|
+3,450
|
+3%
|
|
|
24
|
Karp Capital Management
Sausalito,
California
|
$6.74M
|
+$1.39M
|
+25,140
|
+26%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.22M
|
+$6.09M
|
+110,085
|
+8,179%
|
|
