|
1
|
LPL Financial
San Diego,
California
|
$133M
|
-$10.9M
|
-285,980
|
-8%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$52.6M
|
+$1.27M
|
+33,240
|
+3%
|
|
|
3
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$30.5M
|
-$17.9M
|
-467,195
|
-38%
|
|
|
4
|
|
$21.9M
|
+$1.27M
|
+33,261
|
+6%
|
|
|
5
|
Callan Capital
La Jolla,
California
|
$15.5M
|
+$14.8M
|
+388,316
|
New
|
|
|
6
|
3D Asset Management
Hartford,
Connecticut
|
$15.2M
|
+$200K
|
+5,242
|
+1%
|
|
|
7
|
|
$13.8M
|
+$6.08M
|
+159,006
|
+85%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.22M
|
+$6.9M
|
+180,443
|
+86,336%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.82M
|
+$3.37M
|
+88,064
|
+107%
|
|
|
10
|
RPTC Inc
Jackson,
Wyoming
|
$6.28M
|
–
|
–
|
–
|
|
|
11
|
Private Advisor Group
Morristown,
New Jersey
|
$4.64M
|
+$3.31M
|
+86,660
|
+283%
|
|
|
12
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$4.58M
|
+$225K
|
+5,891
|
+5%
|
|
|
13
|
Hamilton Capital
Columbus,
Ohio
|
$3.64M
|
+$3.48M
|
+91,100
|
New
|
|
|
14
|
Foster & Motley
Cincinnati,
Ohio
|
$3.34M
|
+$24.4K
|
+637
|
+0.8%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$3.24M
|
+$2.29M
|
+59,936
|
+285%
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.63M
|
+$170K
|
+4,444
|
+7%
|
|
|
17
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.37M
|
-$48.4K
|
-1,267
|
-2%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.18M
|
-$117K
|
-3,057
|
-5%
|
|
|
19
|
Venturi Wealth Management
Austin,
Texas
|
$2.14M
|
+$1.94M
|
+50,807
|
New
|
|
|
20
|
|
$1.44M
|
+$1.34M
|
+35,166
|
+2,435%
|
|
|
21
|
Atria Investments
Charlotte,
North Carolina
|
$1.35M
|
+$113K
|
+2,964
|
+10%
|
|
|
22
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.27M
|
+$1.21M
|
+31,734
|
New
|
|
|
23
|
Klingman & Associates
New York
|
$1.26M
|
-$23.3K
|
-609
|
-2%
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$1.19M
|
+$166K
|
+4,354
|
+17%
|
|
|
25
|
Highland Capital Management (Texas)
Dallas,
Texas
|
$1.07M
|
–
|
–
|
–
|
|
