|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$29M
|
-$3.91K
|
-130
|
-0%
|
|
|
2
|
Forte Capital
Rochester,
New York
|
$23.9M
|
-$220K
|
-7,315
|
-0.9%
|
|
|
3
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$21.1M
|
+$20.7M
|
+686,085
|
New
|
|
|
4
|
|
$19.9M
|
-$369K
|
-12,270
|
-2%
|
|
|
5
|
Bank of Stockton
Stockton,
California
|
$17.9M
|
+$1.02M
|
+34,010
|
+6%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.6M
|
-$714K
|
-23,720
|
-4%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$15.4M
|
+$10.6M
|
+351,550
|
+239%
|
|
|
8
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$9.48M
|
-$213K
|
-7,060
|
-2%
|
|
|
9
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$8.55M
|
+$6.47K
|
+215
|
+0.1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$7.6M
|
-$307K
|
-10,205
|
-4%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$6.95M
|
+$6.02K
|
+200
|
+0.1%
|
|
|
12
|
Bright Rock Capital Management
Hanover,
Massachusetts
|
$6.55M
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$4.8M
|
-$1.59M
|
-52,860
|
-25%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.51M
|
+$9.93K
|
+330
|
+0.2%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$4.1M
|
+$2.07M
|
+68,660
|
+107%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.82M
|
-$11.9K
|
-395
|
-0.3%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$3.66M
|
+$4.06K
|
+135
|
+0.1%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.47M
|
+$1.6M
|
+53,115
|
+89%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.52M
|
-$40.3K
|
-1,340
|
-2%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$1.99M
|
+$242K
|
+8,040
|
+14%
|
|
|
21
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.72M
|
-$20.2K
|
-670
|
-1%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.41M
|
-$1.54M
|
-51,275
|
-53%
|
|
|
23
|
|
$1.15M
|
-$3.63M
|
-120,755
|
-76%
|
|
|
24
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.12M
|
+$1.1M
|
+36,410
|
New
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$985K
|
-$12K
|
-400
|
-1%
|
|
