|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$108M
|
+$22.4M
|
+463,311
|
+26%
|
|
|
2
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$65.4M
|
-$10.7M
|
-221,410
|
-14%
|
|
|
3
|
|
$57.6M
|
-$2.47M
|
-51,221
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$40.5M
|
-$6.9M
|
-142,881
|
-14%
|
|
|
5
|
Bailard
Foster City,
California
|
$39.4M
|
+$56.6K
|
+1,172
|
+0.1%
|
|
|
6
|
Madison Asset Management
Madison,
Wisconsin
|
$36.8M
|
-$43.8K
|
-908
|
-0.1%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$30.7M
|
+$7.66M
|
+158,795
|
+33%
|
|
|
8
|
Avalon Investment & Advisory
Houston,
Texas
|
$28M
|
-$1.28M
|
-26,425
|
-4%
|
|
|
9
|
Divergent Planning
Bethesda,
Maryland
|
$23M
|
+$923K
|
+19,121
|
+4%
|
|
|
10
|
Horizon Investments
Charlotte,
North Carolina
|
$21.5M
|
+$21.7M
|
+450,168
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$20M
|
+$8.59M
|
+177,893
|
+74%
|
|
|
12
|
|
$19.4M
|
+$16.7M
|
+345,095
|
+580%
|
|
|
13
|
Atwood & Palmer
Kansas City,
Missouri
|
$18.6M
|
-$208K
|
-4,309
|
-1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
-$7.36M
|
-152,518
|
-37%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$12.7M
|
-$1.23M
|
-25,444
|
-9%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.21M
|
+$8.35M
|
+173,068
|
+915%
|
|
|
17
|
PFS Investments
Duluth,
Georgia
|
$8.71M
|
+$6.7M
|
+138,764
|
+325%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$8.6M
|
-$119K
|
-2,462
|
-1%
|
|
|
19
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$6.79M
|
-$4M
|
-82,874
|
-37%
|
|
|
20
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$6.58M
|
-$1.03M
|
-21,259
|
-13%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.02M
|
+$1.06M
|
+21,992
|
+36%
|
|
|
22
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.44M
|
+$2.05M
|
+42,420
|
+145%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.38M
|
-$2.16M
|
-44,652
|
-39%
|
|
|
24
|
SPC Financial Inc
Rockville,
Maryland
|
$3.14M
|
-$44.9M
|
-930,305
|
-93%
|
|
|
25
|
Macroview Investment Management
Bethesda,
Maryland
|
$2.81M
|
+$11.1K
|
+231
|
+0.4%
|
|
