|
1
|
|
$35.4M
|
-$4.23M
|
-191,390
|
-11%
|
|
|
2
|
First Pacific Financial
Vancouver,
Washington
|
$22.1M
|
+$1.89M
|
+85,338
|
+9%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$19.3M
|
-$649K
|
-29,365
|
-3%
|
|
|
4
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.4M
|
+$468K
|
+21,208
|
+3%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$13M
|
+$117K
|
+5,308
|
+0.9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$32.9K
|
+1,490
|
+0.3%
|
|
|
7
|
Bank of New York Mellon
New York
|
$12.3M
|
+$3.88M
|
+175,789
|
+45%
|
|
|
8
|
Stanich Group
Montauk,
New York
|
$11.7M
|
+$11.9M
|
+536,741
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.66M
|
+$2.72M
|
+123,149
|
+38%
|
|
|
10
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$8.22M
|
+$75.1K
|
+3,400
|
+0.9%
|
|
|
11
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8M
|
+$748K
|
+33,881
|
+10%
|
|
|
12
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$7.15M
|
+$7.26M
|
+328,483
|
New
|
|
|
13
|
CGN Advisors
Manhattan,
Kansas
|
$6.98M
|
+$1.16M
|
+52,414
|
+20%
|
|
|
14
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.72M
|
+$263K
|
+11,914
|
+4%
|
|
|
15
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$6.67M
|
+$528K
|
+23,904
|
+8%
|
|
|
16
|
Westfuller Advisors
New York
|
$6.58M
|
+$75.3K
|
+3,409
|
+1%
|
|
|
17
|
|
$5.8M
|
+$5.32M
|
+240,887
|
+955%
|
|
|
18
|
Miracle Mile Advisors
Los Angeles,
California
|
$5.65M
|
+$767K
|
+34,709
|
+15%
|
|
|
19
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.58M
|
-$20.2K
|
-915
|
-0.4%
|
|
|
20
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$5.13M
|
+$5.2M
|
+235,536
|
New
|
|
|
21
|
Colorado Capital Management
Boulder,
Colorado
|
$3.61M
|
-$63.3K
|
-2,867
|
-2%
|
|
|
22
|
Perigon Wealth Management
San Francisco,
California
|
$3.44M
|
+$2.09M
|
+94,610
|
+146%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.35M
|
+$287K
|
+13,001
|
+9%
|
|
|
24
|
Financial Network Wealth Management
Draper,
Utah
|
$3.14M
|
-$10.8K
|
-491
|
-0.3%
|
|
|
25
|
Park Avenue Securities
New York
|
$3.09M
|
+$152K
|
+6,899
|
+5%
|
|
