|
1
|
Bank of America
Charlotte,
North Carolina
|
$145M
|
+$3.18M
|
+33,201
|
+2%
|
|
|
2
|
Richard Bernstein Advisors
New York
|
$81M
|
+$5.85M
|
+61,038
|
+8%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$46.9M
|
+$995K
|
+10,379
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.8M
|
+$3.61M
|
+37,684
|
+10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$28.5M
|
+$6.07M
|
+63,234
|
+27%
|
|
|
6
|
SimpliFi Inc
San Diego,
California
|
$26.3M
|
+$26.2M
|
+273,079
|
New
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$23.7M
|
+$23.6M
|
+245,775
|
New
|
|
|
8
|
Harborview Advisors
Portland,
Maine
|
$14.5M
|
+$1.3M
|
+13,579
|
+10%
|
|
|
9
|
Mirsky Financial Management
Rochester,
New York
|
$12.5M
|
+$11.5M
|
+119,438
|
+1,107%
|
|
|
10
|
|
$9.81M
|
-$476K
|
-4,966
|
-5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.37M
|
+$1.18M
|
+12,348
|
+17%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.13M
|
+$1.4M
|
+14,633
|
+21%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.04M
|
+$1.71M
|
+17,816
|
+32%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$6.26M
|
-$152K
|
-1,589
|
-2%
|
|
|
15
|
Graypoint LLC
Albany,
New York
|
$6.08M
|
+$2.51M
|
+26,178
|
+71%
|
|
|
16
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$5.75M
|
+$1.59M
|
+16,551
|
+38%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.66M
|
-$298K
|
-3,107
|
-6%
|
|
|
18
|
Leo Brokerage
Hurst,
Texas
|
$4.56M
|
-$100K
|
-1,044
|
-2%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$4.05M
|
+$283K
|
+2,946
|
+8%
|
|
|
20
|
|
$3.89M
|
+$3.76M
|
+39,181
|
+3,222%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.43M
|
+$1.57M
|
+16,348
|
+185%
|
|
|
22
|
AJ Wealth Strategies
New York
|
$2.4M
|
+$2.39M
|
+24,921
|
New
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$2.21M
|
-$1.94M
|
-20,257
|
-47%
|
|
|
24
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.14M
|
–
|
–
|
–
|
|
|
25
|
Park Avenue Securities
New York
|
$2.13M
|
+$153K
|
+1,591
|
+8%
|
|
