|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$176M
|
-$33.4M
|
-541,982
|
-16%
|
|
|
2
|
|
$79.5M
|
+$7.86M
|
+127,727
|
+11%
|
|
|
3
|
|
$70.2M
|
+$67.4M
|
+1,094,824
|
New
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$58.4M
|
-$2.62M
|
-42,606
|
-5%
|
|
|
5
|
Intelligence Driven Advisers
Carlsbad,
California
|
$50.9M
|
+$47.3M
|
+768,726
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$43.7M
|
+$9.31M
|
+151,232
|
+28%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.1M
|
+$2.46M
|
+39,892
|
+10%
|
|
|
8
|
Financial Enhancement Group
Anderson,
Indiana
|
$25.5M
|
-$6.08M
|
-98,850
|
-21%
|
|
|
9
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$25.2M
|
+$678K
|
+11,021
|
+3%
|
|
|
10
|
CX Institutional
Auburn,
Indiana
|
$21.6M
|
+$8.14M
|
+132,292
|
+65%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$21M
|
-$3.08M
|
-50,072
|
-13%
|
|
|
12
|
SimpliFi Inc
San Diego,
California
|
$20.4M
|
-$849K
|
-13,795
|
-4%
|
|
|
13
|
Silverhawk Asset Management
Scottsdale,
Arizona
|
$17.4M
|
+$8.49K
|
+138
|
+0.1%
|
|
|
14
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$15.5M
|
+$3.04M
|
+49,411
|
+26%
|
|
|
15
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$14M
|
-$1.52M
|
-24,708
|
-10%
|
|
|
16
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.1M
|
-$361K
|
-5,863
|
-4%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.1M
|
-$204K
|
-3,308
|
-3%
|
|
|
18
|
Old Mission Capital
Chicago,
Illinois
|
$7.53M
|
+$7.23M
|
+117,497
|
New
|
|
|
19
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$6.83M
|
+$3.45M
|
+56,072
|
+111%
|
|
|
20
|
Lane & Associates
Moorestown,
New Jersey
|
$6.7M
|
+$6.43M
|
+104,482
|
New
|
|
|
21
|
KWB Wealth
Redlands,
California
|
$6.43M
|
+$5.88M
|
+95,447
|
+1,972%
|
|
|
22
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$6.11M
|
-$543K
|
-8,829
|
-8%
|
|
|
23
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$6.03M
|
+$229K
|
+3,723
|
+4%
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.98M
|
+$529K
|
+8,590
|
+10%
|
|
|
25
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$5.85M
|
-$147K
|
-2,390
|
-3%
|
|
