|
1
|
Congress Wealth Management
Boston,
Massachusetts
|
$101M
|
-$41K
|
-859
|
-0%
|
|
|
2
|
|
$74.3M
|
+$21.5M
|
+449,823
|
+37%
|
|
|
3
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$56.2M
|
-$4.15M
|
-86,853
|
-6%
|
|
|
4
|
Bailard
Foster City,
California
|
$46M
|
+$9.51M
|
+199,087
|
+24%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$41.9M
|
+$4.12M
|
+86,272
|
+10%
|
|
|
6
|
Madison Asset Management
Madison,
Wisconsin
|
$37.7M
|
+$3.34M
|
+69,946
|
+9%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$35M
|
+$6.61M
|
+138,415
|
+22%
|
|
|
8
|
Avalon Investment & Advisory
Houston,
Texas
|
$24.9M
|
-$1.52M
|
-31,866
|
-5%
|
|
|
9
|
Horizon Investments
Charlotte,
North Carolina
|
$21.4M
|
+$1.32M
|
+27,566
|
+6%
|
|
|
10
|
Divergent Planning
Bethesda,
Maryland
|
$19.8M
|
-$1.87M
|
-39,083
|
-8%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.7M
|
-$1.12M
|
-23,527
|
-6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$15.9M
|
+$4.26M
|
+89,175
|
+34%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.55M
|
-$105K
|
-2,196
|
-1%
|
|
|
14
|
Atwood & Palmer
Kansas City,
Missouri
|
$7.96M
|
-$10.1M
|
-211,626
|
-54%
|
|
|
15
|
PFS Investments
Duluth,
Georgia
|
$6.96M
|
-$1.29M
|
-27,056
|
-15%
|
|
|
16
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$6.09M
|
-$84.3K
|
-1,765
|
-1%
|
|
|
17
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$5.59M
|
-$832K
|
-17,418
|
-12%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.69M
|
-$7.66M
|
-160,500
|
-61%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.54M
|
-$244K
|
-5,102
|
-6%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$3.43M
|
-$4.92M
|
-103,059
|
-57%
|
|
|
21
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.37M
|
+$213K
|
+4,463
|
+6%
|
|
|
22
|
Stringer Asset Management
Memphis,
Tennessee
|
$3.05M
|
+$126K
|
+2,645
|
+40%
|
|
|
23
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.79M
|
+$2.96M
|
+62,049
|
New
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.71M
|
+$2.86M
|
+59,920
|
New
|
|
|
25
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.56M
|
+$2.72M
|
+56,962
|
New
|
|
