|
1
|
LPL Financial
San Diego,
California
|
$55.9M
|
+$9.11M
|
+407,150
|
+19%
|
|
|
2
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$20.7M
|
+$20.7M
|
+925,535
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$20.1M
|
+$1.27M
|
+56,737
|
+7%
|
|
|
4
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$19.3M
|
-$4.09M
|
-182,820
|
-17%
|
|
|
5
|
SAM Advisors
Oakhurst,
California
|
$16M
|
+$1.41M
|
+63,061
|
+10%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$15.8M
|
+$10.9M
|
+487,256
|
+221%
|
|
|
7
|
KWB Wealth
Redlands,
California
|
$15.5M
|
-$354K
|
-15,836
|
-2%
|
|
|
8
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$12M
|
-$208K
|
-9,304
|
-2%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.8M
|
+$297K
|
+13,264
|
+3%
|
|
|
10
|
Systelligence LLC
Bloomington,
Minnesota
|
$10.6M
|
-$1.55M
|
-69,447
|
-13%
|
|
|
11
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$10M
|
-$680K
|
-30,399
|
-6%
|
|
|
12
|
Sterling Financial Group
Pasadena,
California
|
$9.09M
|
+$9.11M
|
+406,879
|
New
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$9M
|
-$1.15M
|
-51,347
|
-11%
|
|
|
14
|
|
$6.54M
|
+$46.2K
|
+2,062
|
+0.7%
|
|
|
15
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$6.46M
|
+$11.2K
|
+502
|
+0.2%
|
|
|
16
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$5.9M
|
-$57.8K
|
-2,581
|
-1%
|
|
|
17
|
HighTower Advisors
Chicago,
Illinois
|
$5.84M
|
+$5.86M
|
+261,738
|
New
|
|
|
18
|
Aire Advisors
Beverly Hills,
California
|
$5.66M
|
+$764K
|
+34,122
|
+16%
|
|
|
19
|
Peterson Wealth Advisors
Orem,
Utah
|
$5.58M
|
-$89.1K
|
-3,980
|
-2%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.19M
|
+$5.2M
|
+232,423
|
New
|
|
|
21
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5.04M
|
+$5.05M
|
+225,445
|
New
|
|
|
22
|
Bank of New York Mellon
New York
|
$5.03M
|
+$5.04M
|
+225,203
|
New
|
|
|
23
|
ProVise Management Group
Clearwater,
Florida
|
$4.9M
|
-$120K
|
-5,341
|
-2%
|
|
|
24
|
Strategic Financial Planning
Plano,
Texas
|
$4.64M
|
-$84.9K
|
-3,793
|
-2%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.54M
|
+$138K
|
+6,158
|
+4%
|
|
