|
1
|
Paracle Advisors
Mercer Island,
Washington
|
$31.7M
|
+$552K
|
+17,155
|
+2%
|
|
|
2
|
Cardan Capital Partners
Denver,
Colorado
|
$19.7M
|
-$92K
|
-2,860
|
-0.5%
|
|
|
3
|
|
$19.6M
|
+$121K
|
+3,750
|
+0.6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$17.7M
|
-$351K
|
-10,920
|
-2%
|
|
|
5
|
Atria Investments
Charlotte,
North Carolina
|
$14.9M
|
+$14.8M
|
+459,260
|
New
|
|
|
6
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$9.3M
|
+$9.26M
|
+287,735
|
New
|
|
|
7
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$8.81M
|
-$127K
|
-3,955
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.35M
|
-$245K
|
-7,610
|
-3%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.47M
|
-$19.3K
|
-600
|
-0.3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$6.39M
|
-$315K
|
-9,780
|
-5%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$5.62M
|
+$530K
|
+16,485
|
+10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.5M
|
+$145K
|
+4,500
|
+3%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$4.34M
|
+$4.32M
|
+134,135
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.76M
|
-$12.9K
|
-400
|
-0.3%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$2.65M
|
+$161K
|
+5,005
|
+6%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.56M
|
+$2.54M
|
+79,075
|
New
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.48M
|
-$160K
|
-4,965
|
-6%
|
|
|
18
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.82M
|
+$25.9K
|
+805
|
+1%
|
|
|
19
|
Pacific Sun Financial
Los Angeles,
California
|
$1.58M
|
+$1.53M
|
+47,680
|
New
|
|
|
20
|
|
$1.47M
|
-$2.56M
|
-79,445
|
-64%
|
|
|
21
|
Level Four Advisory Services
Dallas,
Texas
|
$1.32M
|
-$15K
|
-465
|
-1%
|
|
|
22
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.13M
|
-$16.6K
|
-515
|
-1%
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.05M
|
+$12.7K
|
+395
|
+1%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.04M
|
-$893K
|
-27,760
|
-46%
|
|
|
25
|
Well Done LLC
Holland,
Michigan
|
$1.03M
|
+$1.03M
|
+32,000
|
New
|
|
