|
1
|
Rock Creek Group
Washington,
District of Columbia
|
$17.9M
|
–
|
–
|
–
|
|
|
2
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$14M
|
+$14.6M
|
+109,662
|
New
|
|
|
3
|
|
$11.9M
|
-$345K
|
-2,594
|
-3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$6.26M
|
-$9.63M
|
-72,383
|
-60%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$5.8M
|
-$229K
|
-1,722
|
-4%
|
|
|
6
|
Albion Financial Group
Salt Lake City,
Utah
|
$5.71M
|
-$50.6K
|
-380
|
-0.8%
|
|
|
7
|
|
$5.01M
|
+$164K
|
+1,229
|
+3%
|
|
|
8
|
|
$4.68M
|
-$3.73K
|
-28
|
-0.1%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.25M
|
+$18.4K
|
+138
|
+0.4%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.66M
|
-$42.6K
|
-320
|
-1%
|
|
|
11
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$3.26M
|
+$155K
|
+1,162
|
+5%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.63M
|
+$2.34M
|
+17,581
|
+593%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$2.44M
|
-$314K
|
-2,359
|
-11%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$1.58M
|
+$62.5K
|
+470
|
+4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.57M
|
+$87.2K
|
+655
|
+6%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.54M
|
+$10.5K
|
+79
|
+0.7%
|
|
|
17
|
Raymond James Financial
St Petersburg,
Florida
|
$1.42M
|
+$118K
|
+885
|
+9%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.28M
|
+$16.6K
|
+125
|
+1%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.25M
|
-$139K
|
-1,047
|
-10%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.22M
|
+$465K
|
+3,496
|
+56%
|
|
|
21
|
Bell Investment Advisors
Oakland,
California
|
$861K
|
+$37.3K
|
+280
|
+4%
|
|
|
22
|
Gradient Investments
Arden Hills,
Minnesota
|
$844K
|
-$13.7K
|
-103
|
-2%
|
|
|
23
|
Wealthfront Advisers
Palo Alto,
California
|
$802K
|
+$15.4K
|
+116
|
+2%
|
|
|
24
|
SEI Investments
Oaks,
Pennsylvania
|
$794K
|
+$665
|
+5
|
+0.1%
|
|
|
25
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$776K
|
+$2K
|
+15
|
+0.2%
|
|
