|
1
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$33.1M
|
+$1.13M
|
+15,972
|
+4%
|
|
|
2
|
Axxcess Wealth Management
Carlsbad,
California
|
$32.6M
|
+$1.52M
|
+21,607
|
+5%
|
|
|
3
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$32.6M
|
+$1.63M
|
+23,150
|
+5%
|
|
|
4
|
|
$26.1M
|
-$153K
|
-2,166
|
-0.6%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.2M
|
+$1.16M
|
+16,482
|
+10%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
-$498K
|
-7,057
|
-4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
-$29M
|
-411,324
|
-73%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
-$661K
|
-9,377
|
-6%
|
|
|
9
|
Procyon Advisors
Shelton,
Connecticut
|
$10M
|
+$672K
|
+9,526
|
+7%
|
|
|
10
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$8.62M
|
+$880K
|
+12,484
|
+12%
|
|
|
11
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.45M
|
+$927K
|
+13,154
|
+15%
|
|
|
12
|
M Holdings Securities
Portland,
Oregon
|
$7.03M
|
+$437K
|
+6,197
|
+7%
|
|
|
13
|
Cresset Asset Management
Chicago,
Illinois
|
$5.92M
|
+$153K
|
+2,170
|
+3%
|
|
|
14
|
MML Investors Services
Springfield,
Massachusetts
|
$5.62M
|
-$113K
|
-1,601
|
-2%
|
|
|
15
|
Ascension Capital Advisors
Houston,
Texas
|
$5.38M
|
+$228K
|
+3,239
|
+5%
|
|
|
16
|
SageView Advisory Group
Newport Beach,
California
|
$5.31M
|
+$2.28M
|
+32,329
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$5.17M
|
-$551K
|
-7,809
|
-10%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$4.95M
|
-$787K
|
-11,157
|
-14%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.92M
|
-$1.85M
|
-26,209
|
-28%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$4.39M
|
+$21.3K
|
+302
|
+0.5%
|
|
|
21
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$4.39M
|
-$23.9K
|
-339
|
-0.6%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$3.72M
|
-$1.84M
|
-26,152
|
-34%
|
|
|
23
|
Castle Wealth Management
West Palm Beach,
Florida
|
$3.37M
|
+$841K
|
+11,929
|
+34%
|
|
|
24
|
|
$3.32M
|
-$1.19M
|
-16,912
|
-27%
|
|
|
25
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$3.17M
|
+$441K
|
+6,260
|
+17%
|
|
