|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$171M
|
-$14.7M
|
-199,904
|
-8%
|
|
|
2
|
|
$100M
|
+$5.51M
|
+74,736
|
+6%
|
|
|
3
|
Intelligence Driven Advisers
Carlsbad,
California
|
$68M
|
+$204K
|
+2,764
|
+0.3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$60.9M
|
-$1.11M
|
-15,101
|
-2%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.8M
|
+$2.83M
|
+38,312
|
+8%
|
|
|
6
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$35.3M
|
+$2.73M
|
+36,997
|
+9%
|
|
|
7
|
Financial Enhancement Group
Anderson,
Indiana
|
$30.2M
|
-$1.27M
|
-17,264
|
-4%
|
|
|
8
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$25.2M
|
-$4.34M
|
-58,900
|
-15%
|
|
|
9
|
SimpliFi Inc
San Diego,
California
|
$20M
|
-$3.52M
|
-47,700
|
-15%
|
|
|
10
|
|
$16.7M
|
+$601K
|
+8,154
|
+4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
+$12.1K
|
+164
|
+0.1%
|
|
|
12
|
CX Institutional
Auburn,
Indiana
|
$13.3M
|
+$36.1K
|
+489
|
+0.3%
|
|
|
13
|
Private Advisor Group
Morristown,
New Jersey
|
$12.8M
|
+$375K
|
+5,089
|
+3%
|
|
|
14
|
KWB Wealth
Redlands,
California
|
$11.7M
|
-$17.1K
|
-232
|
-0.2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
+$3.22M
|
+43,709
|
+41%
|
|
|
16
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$11.1M
|
+$626K
|
+8,488
|
+6%
|
|
|
17
|
Financial Guidance Group
Palm Harbor,
Florida
|
$8.97M
|
-$51.8K
|
-703
|
-0.6%
|
|
|
18
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$8.97M
|
+$8.69M
|
+117,838
|
New
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.81M
|
+$118K
|
+1,604
|
+1%
|
|
|
20
|
Hobart Private Capital
Charlotte,
North Carolina
|
$8.71M
|
-$3.38M
|
-45,769
|
-29%
|
|
|
21
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$8.62M
|
+$1.79M
|
+24,210
|
+27%
|
|
|
22
|
Arrien Investments
Boise,
Idaho
|
$8.24M
|
+$81.6K
|
+1,107
|
+1%
|
|
|
23
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$7.78M
|
+$7.54M
|
+102,230
|
New
|
|
|
24
|
Old Mission Capital
Chicago,
Illinois
|
$7.75M
|
+$4.44M
|
+60,180
|
+145%
|
|
|
25
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$7.49M
|
-$424K
|
-5,744
|
-6%
|
|
