|
1
|
Financial Engines Advisors
Santa Clara,
California
|
$909M
|
-$54.1M
|
-1,311,046
|
-6%
|
|
|
2
|
Horizon Investments
Charlotte,
North Carolina
|
$30.8M
|
+$29.6M
|
+718,142
|
New
|
|
|
3
|
Capital Planning Advisors
Roseville,
California
|
$22.3M
|
+$436K
|
+10,554
|
+2%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.7M
|
+$1.35M
|
+32,727
|
+8%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.3M
|
-$64.5K
|
-1,563
|
-0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
+$2.51M
|
+60,915
|
+23%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.6M
|
+$7.14M
|
+172,898
|
+234%
|
|
|
8
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$4.61M
|
+$2.83M
|
+68,578
|
+176%
|
|
|
9
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.76M
|
-$26.8K
|
-649
|
-0.7%
|
|
|
10
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3.73M
|
+$484K
|
+11,740
|
+16%
|
|
|
11
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$3.29M
|
+$3.17M
|
+76,799
|
New
|
|
|
12
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.82M
|
+$208K
|
+5,041
|
+8%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.35M
|
-$162K
|
-3,934
|
-7%
|
|
|
14
|
Towerpoint Wealth
Sacramento,
California
|
$2.28M
|
-$82.7K
|
-2,004
|
-4%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.01M
|
+$1.61M
|
+39,016
|
+493%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$1.93M
|
+$561K
|
+13,587
|
+43%
|
|
|
17
|
|
$1.86M
|
+$1.79M
|
+43,462
|
New
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$1.44M
|
+$14.2K
|
+343
|
+1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.25M
|
+$275K
|
+6,671
|
+30%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
21
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$1.15M
|
+$73.9K
|
+1,790
|
+7%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.09M
|
-$72.8K
|
-1,763
|
-6%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.05M
|
+$301K
|
+7,300
|
+43%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$920K
|
+$757K
|
+18,347
|
+588%
|
|
|
25
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$725K
|
-$52.5K
|
-1,273
|
-7%
|
|
