|
1
|
LPL Financial
San Diego,
California
|
$148M
|
+$15.1M
|
+369,363
|
+11%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$52.8M
|
-$1.19K
|
-29
|
-0%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$36.2M
|
+$37M
|
+902,659
|
New
|
|
|
4
|
|
$31.6M
|
+$9.83M
|
+239,929
|
+44%
|
|
|
5
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$25M
|
-$5.72M
|
-139,616
|
-18%
|
|
|
6
|
Callan Capital
La Jolla,
California
|
$17.2M
|
+$1.65M
|
+40,177
|
+10%
|
|
|
7
|
|
$15.9M
|
+$2.08M
|
+50,761
|
+15%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.46M
|
+$1.24M
|
+30,326
|
+17%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.83M
|
-$15.5K
|
-378
|
-0.2%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$6.12M
|
+$1.45M
|
+35,433
|
+30%
|
|
|
11
|
RPTC Inc
Jackson,
Wyoming
|
$4.83M
|
-$1.5M
|
-36,700
|
-23%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.8M
|
+$4.91M
|
+119,783
|
New
|
|
|
13
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$4.72M
|
+$126K
|
+3,081
|
+3%
|
|
|
14
|
Hamilton Capital
Columbus,
Ohio
|
$3.74M
|
+$94.7K
|
+2,311
|
+3%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$3.37M
|
+$114K
|
+2,771
|
+3%
|
|
|
16
|
Foster & Motley
Cincinnati,
Ohio
|
$3.32M
|
-$30.9K
|
-755
|
-0.9%
|
|
|
17
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2.74M
|
+$2.8M
|
+68,415
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.7M
|
+$2.76M
|
+67,384
|
New
|
|
|
19
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.66M
|
+$14.6K
|
+357
|
+0.5%
|
|
|
20
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.37M
|
–
|
–
|
–
|
|
|
21
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.22M
|
-$39.1K
|
-954
|
-2%
|
|
|
22
|
Venturi Wealth Management
Austin,
Texas
|
$2.08M
|
-$3.44K
|
-84
|
-0.2%
|
|
|
23
|
|
$1.82M
|
+$388K
|
+9,468
|
+26%
|
|
|
24
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.68M
|
+$1.72M
|
+41,930
|
New
|
|
|
25
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.33M
|
+$802K
|
+19,577
|
+152%
|
|
