|
1
|
Fidelity Investments
Boston,
Massachusetts
|
$221M
|
+$84.9M
|
+1,685,151
|
+62%
|
|
|
2
|
Johanson Financial Advisors
Campbell,
California
|
$98.6M
|
+$245M
|
+4,864,694
|
+5,025%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$98.1M
|
+$6.98M
|
+138,561
|
+8%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$50.5M
|
+$2.4M
|
+47,664
|
+5%
|
|
|
5
|
Pacific Center for Financial Services
San Ramon,
California
|
$40.1M
|
+$13.4M
|
+266,557
|
+50%
|
|
|
6
|
Capital Advantage
Walnut Creek,
California
|
$37.1M
|
+$161K
|
+3,205
|
+0.4%
|
|
|
7
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$36.4M
|
+$514K
|
+10,198
|
+1%
|
|
|
8
|
Gateway Advisory
Westfield,
New Jersey
|
$35.2M
|
+$291K
|
+5,770
|
+0.8%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$32.4M
|
+$29.9M
|
+593,609
|
+1,180%
|
|
|
10
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25.5M
|
+$25.5M
|
+506,183
|
+1,874,752%
|
|
|
11
|
Acorns Advisers
Irvine,
California
|
$23.8M
|
-$59.5K
|
-1,181
|
-0.2%
|
|
|
12
|
Bank of New York Mellon
New York
|
$20.5M
|
-$34.4M
|
-683,767
|
-63%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.1M
|
+$1.79M
|
+35,640
|
+10%
|
|
|
14
|
Vivaldi Capital Management
Chicago,
Illinois
|
$19.3M
|
+$14.2M
|
+282,593
|
+279%
|
|
|
15
|
Sand Hill Global Advisors
Palo Alto,
California
|
$17.5M
|
-$115M
|
-2,284,439
|
-87%
|
|
|
16
|
MV Capital Management
Bethesda,
Maryland
|
$17.1M
|
+$255K
|
+5,073
|
+2%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.3M
|
+$7.16M
|
+142,109
|
+79%
|
|
|
18
|
|
$16M
|
-$12.3M
|
-243,669
|
-43%
|
|
|
19
|
Searcy Financial Services
Overland Park,
Kansas
|
$15.4M
|
-$43K
|
-854
|
-0.3%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.9M
|
+$5.89M
|
+116,920
|
+65%
|
|
|
21
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$14.6M
|
+$14.6M
|
+290,893
|
New
|
|
|
22
|
LPL Financial
San Diego,
California
|
$13.8M
|
+$3.01M
|
+59,746
|
+28%
|
|
|
23
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$13.1M
|
+$13.1M
|
+260,991
|
New
|
|
|
24
|
Iron Gate Global Advisors
Nsl,
Utah
|
$12.4M
|
+$7.92M
|
+157,259
|
+175%
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$12.2M
|
+$64.5K
|
+1,280
|
+0.5%
|
|
