|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$71.1M
|
+$6.83M
|
+214,944
|
+11%
|
|
|
2
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$38.4M
|
+$6.66M
|
+209,710
|
+21%
|
|
|
3
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$38.2M
|
+$8.75M
|
+275,463
|
+30%
|
|
|
4
|
|
$37.2M
|
+$16.1M
|
+508,350
|
+76%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$31.6M
|
+$4.89M
|
+154,119
|
+18%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.1M
|
+$2.85M
|
+89,720
|
+11%
|
|
|
7
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$25.3M
|
-$1.77M
|
-55,753
|
-7%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.2M
|
+$8.03M
|
+252,822
|
+56%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$19.7M
|
+$16M
|
+502,908
|
+420%
|
|
|
10
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$18.9M
|
+$19M
|
+597,460
|
New
|
|
|
11
|
WealthPLAN Partners
Omaha,
Nebraska
|
$18.6M
|
-$212K
|
-6,662
|
-1%
|
|
|
12
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$13.8M
|
+$13.8M
|
+434,253
|
New
|
|
|
13
|
Prudential plc
London, England,
United Kingdom
|
$11.6M
|
+$10.7M
|
+336,300
|
+1,085%
|
|
|
14
|
Bank of Stockton
Stockton,
California
|
$10.5M
|
+$104K
|
+3,265
|
+1%
|
|
|
15
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$10.2M
|
+$10.2M
|
+322,112
|
New
|
|
|
16
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$9.6M
|
+$9.63M
|
+303,312
|
New
|
|
|
17
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$9.25M
|
-$175K
|
-5,501
|
-2%
|
|
|
18
|
WealthTrust Fairport
Cleveland,
Ohio
|
$7.71M
|
-$214K
|
-6,731
|
-3%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.46M
|
+$1.63M
|
+51,223
|
+28%
|
|
|
20
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$6.82M
|
+$267K
|
+8,408
|
+4%
|
|
|
21
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$5.92M
|
–
|
–
|
–
|
|
|
22
|
Stringer Asset Management
Memphis,
Tennessee
|
$5.92M
|
+$1.84M
|
+57,819
|
+45%
|
|
|
23
|
JSF Financial
Los Angeles,
California
|
$5.88M
|
+$5.89M
|
+185,583
|
New
|
|
|
24
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$5.44M
|
-$1.47M
|
-46,324
|
-21%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$5.09M
|
+$2.49M
|
+78,328
|
+95%
|
|
