|
1
|
Grimes & Company
Westborough,
Massachusetts
|
$89.3M
|
+$275K
|
+5,149
|
+0.3%
|
|
|
2
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$41.6M
|
+$7.55M
|
+141,318
|
+23%
|
|
|
3
|
|
$40.5M
|
+$3.89M
|
+72,867
|
+11%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$39.1M
|
-$853K
|
-15,966
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$35.8M
|
+$2.12M
|
+39,702
|
+6%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$35.2M
|
-$179K
|
-3,357
|
-0.5%
|
|
|
7
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$28.8M
|
+$791K
|
+14,804
|
+3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
+$2.62M
|
+49,006
|
+11%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.1M
|
+$1.81M
|
+33,912
|
+10%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
-$1.61M
|
-30,182
|
-10%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.8M
|
+$1.13M
|
+21,164
|
+11%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.87M
|
+$295K
|
+5,524
|
+4%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$8.18M
|
-$387K
|
-7,246
|
-5%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.26M
|
-$2.06M
|
-38,539
|
-22%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.48M
|
+$1.66M
|
+31,060
|
+45%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$5.42M
|
+$3.96M
|
+74,094
|
+290%
|
|
|
17
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$4.12M
|
+$713K
|
+13,349
|
+21%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$3.96M
|
+$339K
|
+6,336
|
+10%
|
|
|
19
|
ERn Financial LLC
Middleton,
Wisconsin
|
$3.06M
|
–
|
–
|
–
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$2.94M
|
-$441K
|
-8,248
|
-13%
|
|
|
21
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.34M
|
-$149K
|
-2,794
|
-6%
|
|
|
22
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.34M
|
+$11.9K
|
+222
|
+0.5%
|
|
|
23
|
International Assets Investment Management
Orlando,
Florida
|
$2.32M
|
-$2.27M
|
-42,434
|
-49%
|
|
|
24
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.13M
|
-$155K
|
-2,898
|
-7%
|
|
|
25
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2M
|
+$311K
|
+5,816
|
+19%
|
|
