|
1
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$55.3M
|
+$5.31M
|
+183,234
|
+11%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$8.68M
|
+$1.13M
|
+38,994
|
+15%
|
|
|
3
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$4.55M
|
+$4.25M
|
+146,766
|
+1,842%
|
|
|
4
|
|
$4.35M
|
+$119K
|
+4,122
|
+3%
|
|
|
5
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.88M
|
+$2.83M
|
+97,848
|
New
|
|
|
6
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.69M
|
-$3.26M
|
-112,626
|
-55%
|
|
|
7
|
Isthmus Partners
Madison,
Wisconsin
|
$2.53M
|
+$30.9K
|
+1,068
|
+1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$1.95M
|
+$1.92M
|
+66,474
|
New
|
|
|
9
|
|
$1.63M
|
–
|
–
|
–
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.58M
|
+$87.2K
|
+3,012
|
+6%
|
|
|
11
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$1.37M
|
-$146K
|
-5,040
|
-10%
|
|
|
12
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.03M
|
+$363K
|
+12,534
|
+55%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$796K
|
+$150K
|
+5,172
|
+24%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$699K
|
+$56.5K
|
+1,950
|
+9%
|
|
|
15
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$542K
|
-$85.6K
|
-2,958
|
-14%
|
|
|
16
|
Private Trust Company
Cleveland,
Ohio
|
$540K
|
–
|
–
|
–
|
|
|
17
|
First Horizon Advisors
Memphis,
Tennessee
|
$533K
|
-$57.3K
|
-1,980
|
-10%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$446K
|
-$389K
|
-13,434
|
-47%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$418K
|
+$28.3K
|
+978
|
+7%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$391K
|
+$521
|
+18
|
+0.1%
|
|
|
21
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$329K
|
–
|
–
|
–
|
|
|
22
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$269K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$157K
|
–
|
–
|
–
|
|
|
24
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$106K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$93K
|
-$61K
|
-2,106
|
-40%
|
|
