|
1
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
-$7.86M
|
-243,851
|
-6%
|
|
|
2
|
Strategic Financial Services
Utica,
New York
|
$74.2M
|
+$32.6M
|
+1,011,842
|
+56%
|
|
|
3
|
|
$35.3M
|
-$29.6M
|
-917,942
|
-41%
|
|
|
4
|
Colony Group
Boston,
Massachusetts
|
$28.8M
|
+$6.34M
|
+196,763
|
+22%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$21M
|
-$1.94M
|
-60,196
|
-7%
|
|
|
6
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$17.1M
|
+$1.36M
|
+42,110
|
+7%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$17.1M
|
-$1.08M
|
-33,433
|
-5%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17M
|
-$5.75M
|
-178,354
|
-22%
|
|
|
9
|
|
$15.8M
|
-$2.25M
|
-69,954
|
-11%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.9M
|
+$5.37M
|
+166,592
|
+68%
|
|
|
11
|
Homrich & Berg
Atlanta,
Georgia
|
$10.2M
|
-$625K
|
-19,394
|
-5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.57M
|
-$7.6M
|
-235,764
|
-39%
|
|
|
13
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.37M
|
-$1.32M
|
-41,033
|
-10%
|
|
|
14
|
|
$9.16M
|
+$38.3K
|
+1,188
|
+0.3%
|
|
|
15
|
Pasadena Private Wealth
Pasadena,
California
|
$8.86M
|
+$10.1M
|
+312,921
|
New
|
|
|
16
|
North American Management
Boston,
Massachusetts
|
$8.77M
|
+$268K
|
+8,315
|
+3%
|
|
|
17
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$8.61M
|
+$2M
|
+61,940
|
+24%
|
|
|
18
|
RVW Wealth
Los Angeles,
California
|
$7.31M
|
+$8.91M
|
+276,473
|
New
|
|
|
19
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$7.17M
|
+$8.73M
|
+270,957
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.8M
|
+$8.82M
|
+273,832
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$6M
|
-$1.09M
|
-33,675
|
-13%
|
|
|
22
|
Foster & Motley
Cincinnati,
Ohio
|
$6M
|
+$1.16M
|
+36,143
|
+19%
|
|
|
23
|
|
$5.58M
|
+$62.3K
|
+1,934
|
+0.9%
|
|
|
24
|
Cerity Partners OCIO
New York
|
$5.15M
|
-$55.9K
|
-1,736
|
-0.9%
|
|
|
25
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$5.15M
|
+$2.48M
|
+77,101
|
+66%
|
|
