|
1
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$7.38M
|
+$1.03M
|
+39,497
|
+17%
|
|
|
2
|
Michael S. Ryan Inc
Latham,
New York
|
$5.05M
|
+$184K
|
+7,058
|
+4%
|
|
|
3
|
Keeler Thomas Management
Orem,
Utah
|
$2.36M
|
+$310K
|
+11,913
|
+16%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.44M
|
-$57.4K
|
-2,206
|
-4%
|
|
|
5
|
Straight Path Wealth Management
Jenison,
Michigan
|
$1.37M
|
+$214K
|
+8,213
|
+19%
|
|
|
6
|
|
$1.28M
|
–
|
–
|
–
|
|
|
7
|
WrapManager Inc
Mill Valley,
California
|
$1.16M
|
+$20.6K
|
+791
|
+2%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.16M
|
+$156K
|
+5,979
|
+16%
|
|
|
9
|
|
$1.11M
|
+$28.8K
|
+1,108
|
+3%
|
|
|
10
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$927K
|
+$144K
|
+5,547
|
+19%
|
|
|
11
|
|
$801K
|
+$782K
|
+30,055
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$434K
|
+$77K
|
+2,959
|
+22%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$403K
|
+$65.6K
|
+2,520
|
+20%
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$353K
|
+$345K
|
+13,258
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$142K
|
–
|
–
|
–
|
|
|
16
|
IFP Advisors
Tampa,
Florida
|
$70.9K
|
–
|
–
|
–
|
|
|
17
|
Global Retirement Partners
San Rafael,
California
|
$53.3K
|
+$52K
|
+2,000
|
New
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.1K
|
+$16.8K
|
+645
|
+54%
|
|
|
19
|
Barrett & Company
Providence,
Rhode Island
|
$46.4K
|
+$45.3K
|
+1,740
|
New
|
|
|
20
|
Blue Trust Inc
Alpharetta,
Georgia
|
$18.8K
|
+$312
|
+12
|
+2%
|
|
|
21
|
Harbour Investments
Madison,
Wisconsin
|
$12.9K
|
+$286
|
+11
|
+2%
|
|
|
22
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$8.69K
|
–
|
–
|
–
|
|
|
23
|
|
–
|
-$26.1K
|
-1,000
|
Closed
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
–
|
-$1.75K
|
-67
|
Closed
|
|
