|
1
|
Grimes & Company
Westborough,
Massachusetts
|
$99.5M
|
+$1.05M
|
+18,169
|
+1%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$52.2M
|
+$5.52M
|
+95,499
|
+12%
|
|
|
3
|
|
$46.2M
|
-$2.16M
|
-37,443
|
-5%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$44.5M
|
+$812K
|
+14,051
|
+2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$41.5M
|
+$1.37M
|
+23,631
|
+4%
|
|
|
6
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$30.7M
|
-$1.16M
|
-20,092
|
-4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$25.9M
|
-$1.02M
|
-17,604
|
-4%
|
|
|
8
|
Goodman Advisory Group
Needham,
Massachusetts
|
$25.2M
|
+$24.5M
|
+423,125
|
New
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.8M
|
+$1.09M
|
+18,912
|
+5%
|
|
|
10
|
IAM Advisory
Easton,
Pennsylvania
|
$22M
|
+$31.4K
|
+543
|
+0.1%
|
|
|
11
|
Hill Island Financial
Grand Rapids,
Michigan
|
$17.3M
|
+$16.9M
|
+291,832
|
New
|
|
|
12
|
Columbia Advisory Partners
Spokane,
Washington
|
$13.8M
|
+$13.4M
|
+232,430
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$13.7M
|
+$858K
|
+14,839
|
+7%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.4M
|
+$184K
|
+3,185
|
+1%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.76M
|
+$138K
|
+2,394
|
+1%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.46M
|
-$1.35M
|
-23,395
|
-13%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.42M
|
+$126K
|
+2,182
|
+2%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.93M
|
+$1.22M
|
+21,092
|
+19%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.46M
|
-$2.03M
|
-35,167
|
-22%
|
|
|
20
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$6.22M
|
+$857K
|
+14,814
|
+16%
|
|
|
21
|
Mercer Global Advisors
Denver,
Colorado
|
$5.98M
|
-$505K
|
-8,727
|
-8%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$5.3M
|
+$2.27M
|
+39,287
|
+79%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$4.91M
|
+$50.2K
|
+868
|
+1%
|
|
|
24
|
Fortress Wealth Management
Culver City,
California
|
$4.71M
|
+$4.58M
|
+79,183
|
New
|
|
|
25
|
ERn Financial LLC
Middleton,
Wisconsin
|
$3.33M
|
–
|
–
|
–
|
|
