|
1
|
|
$91.1M
|
+$16M
|
+353,993
|
+21%
|
|
|
2
|
Congress Wealth Management
Boston,
Massachusetts
|
$75M
|
-$26.8M
|
-592,671
|
-26%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$70.1M
|
+$27.6M
|
+610,483
|
+66%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$55.6M
|
-$2.42M
|
-53,586
|
-4%
|
|
|
5
|
Bailard
Foster City,
California
|
$44.6M
|
-$1.82M
|
-40,290
|
-4%
|
|
|
6
|
SPC Financial Inc
Rockville,
Maryland
|
$34.6M
|
+$32M
|
+707,900
|
+1,307%
|
|
|
7
|
Madison Asset Management
Madison,
Wisconsin
|
$34M
|
-$3.99M
|
-88,284
|
-11%
|
|
|
8
|
Avalon Investment & Advisory
Houston,
Texas
|
$24.9M
|
-$180K
|
-3,987
|
-0.7%
|
|
|
9
|
Divergent Planning
Bethesda,
Maryland
|
$22.4M
|
+$2.35M
|
+51,900
|
+12%
|
|
|
10
|
Horizon Investments
Charlotte,
North Carolina
|
$22.2M
|
+$509K
|
+11,272
|
+2%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.6M
|
-$1.3M
|
-28,851
|
-7%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$15.6M
|
-$463K
|
-10,247
|
-3%
|
|
|
13
|
PFS Investments
Duluth,
Georgia
|
$8.98M
|
+$1.95M
|
+43,187
|
+28%
|
|
|
14
|
Financial Enhancement Group
Anderson,
Indiana
|
$8.62M
|
-$26.8M
|
-592,913
|
-76%
|
|
|
15
|
|
$8.29M
|
+$6.42M
|
+142,146
|
+354%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.8M
|
-$827K
|
-18,294
|
-10%
|
|
|
17
|
Atwood & Palmer
Kansas City,
Missouri
|
$7.36M
|
-$673K
|
-14,897
|
-8%
|
|
|
18
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$5.66M
|
-$488K
|
-10,803
|
-8%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$5.61M
|
+$2.13M
|
+47,131
|
+62%
|
|
|
20
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$5.07M
|
-$566K
|
-12,534
|
-10%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.09M
|
-$642K
|
-14,208
|
-14%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.66M
|
+$76K
|
+1,682
|
+2%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.53M
|
+$120K
|
+2,666
|
+4%
|
|
|
24
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.23M
|
+$3.21M
|
+71,006
|
New
|
|
|
25
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$2.88M
|
+$55.6K
|
+1,230
|
+2%
|
|
