|
1
|
LPL Financial
San Diego,
California
|
$128M
|
+$17.7M
|
+451,000
|
+14%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$45.3M
|
+$50.1M
|
+1,272,806
|
+11,608%
|
|
|
3
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$43.5M
|
+$12.3M
|
+312,790
|
+34%
|
|
|
4
|
|
$18.2M
|
+$6.31M
|
+160,509
|
+45%
|
|
|
5
|
3D Asset Management
Hartford,
Connecticut
|
$13.2M
|
+$1.12M
|
+28,558
|
+8%
|
|
|
6
|
|
$6.58M
|
+$829K
|
+21,076
|
+13%
|
|
|
7
|
RPTC Inc
Jackson,
Wyoming
|
$5.55M
|
–
|
–
|
–
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$3.95M
|
-$50.7K
|
-1,289
|
-1%
|
|
|
9
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$3.84M
|
+$492K
|
+12,500
|
+13%
|
|
|
10
|
Foster & Motley
Cincinnati,
Ohio
|
$2.93M
|
-$3.46K
|
-88
|
-0.1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$2.92M
|
+$657K
|
+16,714
|
+25%
|
|
|
12
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.17M
|
+$1.85M
|
+47,056
|
+326%
|
|
|
13
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.13M
|
-$287K
|
-7,296
|
-11%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.02M
|
+$116K
|
+2,938
|
+5%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.52M
|
+$1.69M
|
+43,023
|
New
|
|
|
16
|
Klingman & Associates
New York
|
$1.13M
|
-$14.9K
|
-378
|
-1%
|
|
|
17
|
Atria Investments
Charlotte,
North Carolina
|
$1.09M
|
+$62.7K
|
+1,593
|
+5%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$1.08M
|
-$3.32M
|
-84,485
|
-73%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$1.03M
|
–
|
–
|
–
|
|
|
20
|
Highland Capital Management (Texas)
Dallas,
Texas
|
$943K
|
-$990K
|
-25,167
|
-49%
|
|
|
21
|
Financial Advocates Investment Management
Olympia,
Washington
|
$912K
|
-$37.4K
|
-951
|
-4%
|
|
|
22
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$850K
|
+$91.8K
|
+2,334
|
+11%
|
|
|
23
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$830K
|
+$121K
|
+3,069
|
+15%
|
|
|
24
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$785K
|
-$369K
|
-9,388
|
-30%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$742K
|
-$839K
|
-21,340
|
-50%
|
|
