|
1
|
Rock Creek Group
Washington,
District of Columbia
|
$20.7M
|
+$15.9M
|
+179,839
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.38M
|
-$98.7K
|
-1,115
|
-1%
|
|
|
3
|
|
$8.25M
|
-$1.74M
|
-19,708
|
-17%
|
|
|
4
|
|
$4.59M
|
+$1.24K
|
+14
|
+0%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.4M
|
-$88.1K
|
-995
|
-2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.61M
|
-$166K
|
-1,878
|
-4%
|
|
|
7
|
|
$3.02M
|
+$4.07K
|
+46
|
+0.1%
|
|
|
8
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.92M
|
-$19K
|
-215
|
-0.6%
|
|
|
9
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.56M
|
+$291K
|
+3,284
|
+12%
|
|
|
10
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.92M
|
-$70.8K
|
-800
|
-4%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$1.64M
|
+$508K
|
+5,735
|
+42%
|
|
|
12
|
Community Financial Services Group
Newport,
Vermont
|
$1.44M
|
+$1.5M
|
+16,987
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$792K
|
-$177K
|
-1,995
|
-18%
|
|
|
14
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$780K
|
+$122K
|
+1,377
|
+18%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$694K
|
-$112K
|
-1,266
|
-13%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$694K
|
+$708
|
+8
|
+0.1%
|
|
|
17
|
Gradient Investments
Arden Hills,
Minnesota
|
$682K
|
-$8.85K
|
-100
|
-1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$625K
|
-$50.7K
|
-573
|
-7%
|
|
|
19
|
Bell Investment Advisors
Oakland,
California
|
$618K
|
-$13.9K
|
-157
|
-2%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$611K
|
-$11K
|
-124
|
-2%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$610K
|
+$45.5K
|
+514
|
+8%
|
|
|
22
|
Laurel Wealth Planning
Edina,
Minnesota
|
$588K
|
-$41.9K
|
-473
|
-6%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$585K
|
-$6.82K
|
-77
|
-1%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$561K
|
+$11K
|
+124
|
+2%
|
|
|
25
|
Congress Wealth Management
Boston,
Massachusetts
|
$545K
|
+$96.9K
|
+1,095
|
+21%
|
|
