|
1
|
Bank of America
Charlotte,
North Carolina
|
$41M
|
+$7.9M
|
+161,284
|
+26%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$26.8M
|
+$2.35M
|
+48,024
|
+10%
|
|
|
3
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$25.9M
|
-$2.58M
|
-52,656
|
-10%
|
|
|
4
|
FAS Wealth Partners
Leawood,
Kansas
|
$20.7M
|
+$9.19M
|
+187,760
|
+89%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$14.4M
|
-$88.5K
|
-1,808
|
-0.6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$2.75M
|
+56,244
|
+28%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$12.2M
|
+$1.6M
|
+32,584
|
+16%
|
|
|
8
|
|
$11.3M
|
+$990K
|
+20,212
|
+10%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$9.53M
|
-$94.2K
|
-1,924
|
-1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.83M
|
-$146K
|
-2,980
|
-2%
|
|
|
11
|
Krilogy Financial
St. Louis,
Missouri
|
$8.69M
|
-$211K
|
-4,300
|
-3%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.61M
|
+$443K
|
+9,052
|
+7%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.86M
|
+$1.76M
|
+35,952
|
+37%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$6.43M
|
+$2.85M
|
+58,300
|
+89%
|
|
|
15
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$5.16M
|
+$1.47M
|
+29,940
|
+43%
|
|
|
16
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$5M
|
+$205K
|
+4,192
|
+5%
|
|
|
17
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$4.46M
|
-$113K
|
-2,308
|
-3%
|
|
|
18
|
Tradewinds Capital Management
Bellingham,
Washington
|
$4.06M
|
+$1.2M
|
+24,544
|
+46%
|
|
|
19
|
GHP Investment Advisors
Denver,
Colorado
|
$3.09M
|
+$476K
|
+9,732
|
+20%
|
|
|
20
|
Transform Wealth
Greenwood Village,
Colorado
|
$3.06M
|
+$54.6K
|
+1,116
|
+2%
|
|
|
21
|
|
$2.1M
|
-$2.41M
|
-49,184
|
-55%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.94M
|
+$183K
|
+3,740
|
+11%
|
|
|
23
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.87M
|
-$45.4K
|
-928
|
-3%
|
|
|
24
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.77M
|
+$126K
|
+2,568
|
+8%
|
|
|
25
|
Corrigan Financial
Middletown,
Rhode Island
|
$1.64M
|
-$8.81K
|
-180
|
-0.6%
|
|
