|
1
|
LPL Financial
San Diego,
California
|
$133M
|
+$13.3M
|
+360,386
|
+10%
|
|
|
2
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$44.5M
|
+$1.53M
|
+41,570
|
+3%
|
|
|
3
|
Morningstar Investment Services
Chicago,
Illinois
|
$37.9M
|
+$9.36M
|
+254,003
|
+28%
|
|
|
4
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$28.7M
|
+$32.2M
|
+875,209
|
New
|
|
|
5
|
Morningstar Investment Management
Chicago,
Illinois
|
$21.8M
|
+$24.5M
|
+663,725
|
New
|
|
|
6
|
|
$20.9M
|
-$5.54M
|
-150,271
|
-19%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$19.4M
|
+$21.6M
|
+587,300
|
+14,286%
|
|
|
8
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$16.5M
|
-$4.46M
|
-121,128
|
-19%
|
|
|
9
|
Callan Capital
La Jolla,
California
|
$14.3M
|
+$227K
|
+6,152
|
+1%
|
|
|
10
|
3D Asset Management
Hartford,
Connecticut
|
$13.1M
|
+$14.7M
|
+399,288
|
New
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.08M
|
+$5.79M
|
+157,265
|
+131%
|
|
|
12
|
|
$8.56M
|
-$4.99M
|
-135,548
|
-34%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$5.63M
|
+$47.4K
|
+1,286
|
+0.8%
|
|
|
14
|
Arlington Financial Advisors
Santa Barbara,
California
|
$5.59M
|
+$6.27M
|
+170,178
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$5.19M
|
+$5M
|
+135,762
|
+601%
|
|
|
16
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$4.89M
|
+$5.49M
|
+149,061
|
New
|
|
|
17
|
RPTC Inc
Jackson,
Wyoming
|
$3.99M
|
+$50.7K
|
+1,376
|
+1%
|
|
|
18
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$3.81M
|
-$58.9K
|
-1,599
|
-1%
|
|
|
19
|
Hamilton Capital
Columbus,
Ohio
|
$3.59M
|
+$95.4K
|
+2,589
|
+3%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$3.32M
|
+$3.74M
|
+101,499
|
New
|
|
|
21
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.76M
|
+$396K
|
+10,758
|
+16%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$2.52M
|
-$2.8M
|
-75,949
|
-50%
|
|
|
23
|
Foster & Motley
Cincinnati,
Ohio
|
$2.47M
|
-$277K
|
-7,514
|
-9%
|
|
|
24
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$2.26M
|
+$1.71M
|
+46,364
|
+207%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.14M
|
+$2.01M
|
+54,653
|
+520%
|
|
