|
1
|
|
$152M
|
+$57.9M
|
+1,250,560
|
+62%
|
|
|
2
|
Congress Wealth Management
Boston,
Massachusetts
|
$128M
|
+$50.8M
|
+1,096,772
|
+66%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$87M
|
+$14.9M
|
+321,634
|
+21%
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$63.6M
|
+$63.1M
|
+1,363,046
|
New
|
|
|
5
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$56M
|
-$1.11M
|
-23,944
|
-2%
|
|
|
6
|
Bailard
Foster City,
California
|
$46.2M
|
+$418K
|
+9,029
|
+0.9%
|
|
|
7
|
Madison Asset Management
Madison,
Wisconsin
|
$36M
|
+$1.05M
|
+22,745
|
+3%
|
|
|
8
|
SPC Financial Inc
Rockville,
Maryland
|
$35.6M
|
+$27.7K
|
+598
|
+0.1%
|
|
|
9
|
Avalon Investment & Advisory
Houston,
Texas
|
$31.2M
|
+$5.59M
|
+120,565
|
+22%
|
|
|
10
|
Horizon Investments
Charlotte,
North Carolina
|
$26.5M
|
+$3.78M
|
+81,642
|
+17%
|
|
|
11
|
Divergent Planning
Bethesda,
Maryland
|
$25M
|
+$2.03M
|
+43,743
|
+9%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$23.2M
|
+$22.9M
|
+493,512
|
+12,261%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.5M
|
+$2.43M
|
+52,464
|
+14%
|
|
|
14
|
PFS Investments
Duluth,
Georgia
|
$16.6M
|
+$7.28M
|
+157,238
|
+80%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$16.3M
|
+$248K
|
+5,355
|
+2%
|
|
|
16
|
Arden Trust
Wilmington,
Delaware
|
$11.6M
|
+$11.5M
|
+248,571
|
New
|
|
|
17
|
Financial Enhancement Group
Anderson,
Indiana
|
$11.4M
|
+$2.84M
|
+61,282
|
+33%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.76M
|
-$241K
|
-5,203
|
-3%
|
|
|
19
|
Atwood & Palmer
Kansas City,
Missouri
|
$7.65M
|
+$86.5K
|
+1,868
|
+1%
|
|
|
20
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$5.61M
|
-$204K
|
-4,395
|
-4%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$5.52M
|
-$235K
|
-5,063
|
-4%
|
|
|
22
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$5.22M
|
+$10.3K
|
+222
|
+0.2%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.72M
|
+$958K
|
+20,668
|
+26%
|
|
|
24
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4.48M
|
+$3.25M
|
+70,158
|
+273%
|
|
|
25
|
Merit Financial Group
Alpharetta,
Georgia
|
$4.18M
|
+$859K
|
+18,551
|
+26%
|
|
