|
1
|
Bank of America
Charlotte,
North Carolina
|
$33.6M
|
-$297K
|
-3,146
|
-0.8%
|
|
|
2
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$30.7M
|
+$3.16M
|
+33,416
|
+10%
|
|
|
3
|
Gilbert & Cook
West Des Moines,
Iowa
|
$28.6M
|
-$18.8M
|
-198,645
|
-38%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$26.3M
|
+$422K
|
+4,463
|
+1%
|
|
|
5
|
Strategic Equity Management
Tucson,
Arizona
|
$24.6M
|
-$443K
|
-4,690
|
-2%
|
|
|
6
|
|
$18.2M
|
-$942K
|
-9,970
|
-4%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$15.9M
|
-$218K
|
-2,309
|
-1%
|
|
|
8
|
Portfolio Strategies
Monsey,
New York
|
$13.1M
|
-$261K
|
-2,762
|
-2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$12M
|
+$587K
|
+6,209
|
+5%
|
|
|
10
|
DOHJ LLC
Seattle,
Washington
|
$10.5M
|
-$2.3M
|
-24,382
|
-16%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.85M
|
+$6.61M
|
+69,955
|
+152%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.56M
|
-$130M
|
-1,378,123
|
-92%
|
|
|
13
|
9258 Wealth Management
Blue Ash,
Ohio
|
$8.56M
|
+$3.69M
|
+39,017
|
+63%
|
|
|
14
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$8.01M
|
+$217K
|
+2,291
|
+2%
|
|
|
15
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$7.24M
|
-$131M
|
-1,383,555
|
-94%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.01M
|
+$1.57M
|
+16,572
|
+25%
|
|
|
17
|
Pegasus Partners
Mequon,
Wisconsin
|
$7M
|
+$697K
|
+7,372
|
+10%
|
|
|
18
|
VOYA Investment Management
Atlanta,
Georgia
|
$6.69M
|
-$6.09M
|
-64,458
|
-45%
|
|
|
19
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$6.34M
|
-$176K
|
-1,860
|
-2%
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.82M
|
-$15.8K
|
-167
|
-0.2%
|
|
|
21
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$5.28M
|
+$505K
|
+5,341
|
+9%
|
|
|
22
|
55I LLC
Boston,
Massachusetts
|
$5.28M
|
+$1.81M
|
+19,194
|
+45%
|
|
|
23
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$4.98M
|
+$1.85M
|
+19,577
|
+50%
|
|
|
24
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$4.55M
|
+$66.2K
|
+700
|
+1%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4M
|
+$188K
|
+1,988
|
+4%
|
|
