|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$95.7M
|
+$96M
|
+1,816,172
|
New
|
|
|
2
|
|
$80.9M
|
-$1.59M
|
-30,000
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$55.2M
|
-$7.38M
|
-139,585
|
-12%
|
|
|
4
|
Madison Asset Management
Madison,
Wisconsin
|
$51.5M
|
+$24.1M
|
+455,167
|
+87%
|
|
|
5
|
Bailard
Foster City,
California
|
$47.3M
|
+$4.39M
|
+83,045
|
+10%
|
|
|
6
|
SPC Financial Inc
Rockville,
Maryland
|
$42.6M
|
-$6.97M
|
-131,840
|
-14%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.8M
|
-$797K
|
-15,084
|
-3%
|
|
|
8
|
Atwood & Palmer
Kansas City,
Missouri
|
$21M
|
+$641K
|
+12,127
|
+3%
|
|
|
9
|
Horizon Investments
Charlotte,
North Carolina
|
$20.7M
|
+$6.07M
|
+114,872
|
+41%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
+$14.7M
|
+277,513
|
+330%
|
|
|
11
|
Avalon Investment & Advisory
Houston,
Texas
|
$18.7M
|
-$2.58M
|
-48,870
|
-12%
|
|
|
12
|
Financial Enhancement Group
Anderson,
Indiana
|
$18.4M
|
+$5.55M
|
+104,918
|
+43%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$18M
|
+$24.6K
|
+465
|
+0.1%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$14.6M
|
+$109K
|
+2,057
|
+0.7%
|
|
|
15
|
PFS Investments
Duluth,
Georgia
|
$14M
|
+$12M
|
+226,758
|
+592%
|
|
|
16
|
Divergent Planning
Bethesda,
Maryland
|
$12.3M
|
+$756K
|
+14,305
|
+7%
|
|
|
17
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$9.5M
|
+$4.23M
|
+80,050
|
+80%
|
|
|
18
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$8.82M
|
-$1.54M
|
-29,078
|
-15%
|
|
|
19
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.61M
|
-$1.7M
|
-32,200
|
-16%
|
|
|
20
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$6.09M
|
+$6.11M
|
+115,647
|
New
|
|
|
21
|
Bensler
Bellevue,
Washington
|
$5.68M
|
+$5.7M
|
+107,886
|
New
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.51M
|
+$2.56M
|
+48,472
|
+86%
|
|
|
23
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.24M
|
-$347K
|
-6,558
|
-6%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$3.92M
|
+$3.93M
|
+74,419
|
New
|
|
|
25
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$3.62M
|
+$8.46K
|
+160
|
+0.2%
|
|
