|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$179M
|
-$39.5M
|
-574,119
|
-19%
|
|
|
2
|
|
$90.6M
|
-$2.19M
|
-31,909
|
-3%
|
|
|
3
|
Intelligence Driven Advisers
Carlsbad,
California
|
$64.7M
|
-$14.9M
|
-216,146
|
-20%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$59.6M
|
+$3.68M
|
+53,534
|
+7%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.4M
|
+$2.09M
|
+30,343
|
+6%
|
|
|
6
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$31.2M
|
+$2.98M
|
+43,424
|
+11%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$30.4M
|
-$807K
|
-11,735
|
-3%
|
|
|
8
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$28.5M
|
-$184K
|
-2,674
|
-0.7%
|
|
|
9
|
Eagle Strategies
New York
|
$22.2M
|
+$20.9M
|
+304,004
|
New
|
|
|
10
|
SimpliFi Inc
San Diego,
California
|
$20.8M
|
–
|
–
|
–
|
|
|
11
|
|
$15.4M
|
-$8.37M
|
-121,834
|
-37%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
-$5.28M
|
-76,771
|
-29%
|
|
|
13
|
CX Institutional
Auburn,
Indiana
|
$12.8M
|
-$369K
|
-5,362
|
-3%
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$12M
|
+$614K
|
+8,928
|
+6%
|
|
|
15
|
Hobart Private Capital
Charlotte,
North Carolina
|
$11.7M
|
-$2.76M
|
-40,190
|
-20%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$11.2M
|
+$1.17M
|
+17,081
|
+13%
|
|
|
17
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.94M
|
+$2.94M
|
+42,724
|
+45%
|
|
|
18
|
Financial Guidance Group
Palm Harbor,
Florida
|
$8.66M
|
-$336K
|
-4,891
|
-4%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.34M
|
-$232K
|
-3,377
|
-3%
|
|
|
20
|
Arrien Investments
Boise,
Idaho
|
$7.83M
|
+$176K
|
+2,558
|
+2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.73M
|
-$296K
|
-4,313
|
-4%
|
|
|
22
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$7.61M
|
-$682K
|
-9,916
|
-9%
|
|
|
23
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.04M
|
-$566K
|
-8,238
|
-8%
|
|
|
24
|
NorthRock Partners
Minneapolis,
Minnesota
|
$6.96M
|
+$6.55M
|
+95,258
|
New
|
|
|
25
|
Lane & Associates
Moorestown,
New Jersey
|
$6.62M
|
-$214K
|
-3,110
|
-3%
|
|
