|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$36.6M
|
+$115K
|
+1,611
|
+0.3%
|
|
|
2
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$30.5M
|
+$1.26M
|
+17,642
|
+4%
|
|
|
3
|
Axxcess Wealth Management
Carlsbad,
California
|
$29.2M
|
+$31.7M
|
+443,310
|
New
|
|
|
4
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$28.3M
|
+$530K
|
+7,414
|
+2%
|
|
|
5
|
|
$26.4M
|
-$1.05M
|
-14,755
|
-4%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
+$3.61M
|
+50,499
|
+46%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
+$308K
|
+4,312
|
+3%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.18M
|
+$373K
|
+5,218
|
+4%
|
|
|
9
|
Procyon Advisors
Shelton,
Connecticut
|
$7.96M
|
+$8.63M
|
+120,736
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.89M
|
-$34.8K
|
-487
|
-0.5%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$6.3M
|
-$12.4M
|
-172,946
|
-64%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$6.12M
|
-$1.46M
|
-20,363
|
-18%
|
|
|
13
|
M Holdings Securities
Portland,
Oregon
|
$5.92M
|
+$6.19M
|
+86,669
|
+2,739%
|
|
|
14
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$5.83M
|
+$1.07M
|
+14,967
|
+20%
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.21M
|
+$2.42M
|
+33,824
|
+75%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$5.03M
|
-$1.38M
|
-19,367
|
-20%
|
|
|
17
|
Ascension Capital Advisors
Houston,
Texas
|
$4.77M
|
-$118K
|
-1,649
|
-2%
|
|
|
18
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$4.1M
|
-$49.4K
|
-691
|
-1%
|
|
|
19
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.75M
|
+$1.95M
|
+27,240
|
+92%
|
|
|
20
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.27M
|
+$2.21M
|
+30,921
|
+165%
|
|
|
21
|
Castle Wealth Management
West Palm Beach,
Florida
|
$3.09M
|
+$108K
|
+1,509
|
+3%
|
|
|
22
|
Cresset Asset Management
Chicago,
Illinois
|
$3.09M
|
+$133K
|
+1,858
|
+4%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$2.99M
|
+$246K
|
+3,438
|
+8%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.98M
|
+$25.4K
|
+356
|
+0.8%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.93M
|
-$110K
|
-1,539
|
-3%
|
|
