|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$88.9M
|
-$1.82M
|
-35,481
|
-2%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$79.1M
|
+$81.1M
|
+1,580,485
|
+37,910%
|
|
|
3
|
|
$62.5M
|
-$14.5M
|
-283,351
|
-18%
|
|
|
4
|
SPC Financial Inc
Rockville,
Maryland
|
$49.7M
|
+$9.6M
|
+187,045
|
+23%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$49.3M
|
-$3.04M
|
-59,290
|
-6%
|
|
|
6
|
Bailard
Foster City,
California
|
$41M
|
-$3.89M
|
-75,759
|
-8%
|
|
|
7
|
Madison Asset Management
Madison,
Wisconsin
|
$38.3M
|
-$10.7M
|
-208,844
|
-21%
|
|
|
8
|
Avalon Investment & Advisory
Houston,
Texas
|
$30.5M
|
+$13.1M
|
+255,455
|
+72%
|
|
|
9
|
Financial Enhancement Group
Anderson,
Indiana
|
$24M
|
+$6.78M
|
+132,156
|
+38%
|
|
|
10
|
Divergent Planning
Bethesda,
Maryland
|
$22.8M
|
+$11.6M
|
+226,549
|
+97%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.8M
|
-$822K
|
-16,021
|
-4%
|
|
|
12
|
Atwood & Palmer
Kansas City,
Missouri
|
$19.6M
|
-$268K
|
-5,218
|
-1%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$14.5M
|
+$619K
|
+12,070
|
+4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.9M
|
-$6.28M
|
-122,437
|
-34%
|
|
|
15
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$11.2M
|
+$11.5M
|
+224,341
|
New
|
|
|
16
|
Legacy Private Trust
Neenah,
Wisconsin
|
$9.95M
|
+$1.85M
|
+35,994
|
+22%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$9.07M
|
-$8.18M
|
-159,377
|
-47%
|
|
|
18
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$7.91M
|
-$1.13M
|
-21,995
|
-12%
|
|
|
19
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$5.89M
|
+$119K
|
+2,323
|
+2%
|
|
|
20
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.75M
|
+$5.91M
|
+115,096
|
New
|
|
|
21
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.25M
|
+$329K
|
+6,416
|
+6%
|
|
|
22
|
Mendel Money Management
Northbrook,
Illinois
|
$3.43M
|
+$105K
|
+2,051
|
+3%
|
|
|
23
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$3.2M
|
-$234K
|
-4,563
|
-7%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.01M
|
-$50.1K
|
-977
|
-2%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$2.98M
|
-$752K
|
-14,657
|
-20%
|
|
