|
1
|
Brouwer & Janachowski
Mill Valley,
California
|
$33.2M
|
-$365K
|
-4,964
|
-1%
|
|
|
2
|
|
$29.8M
|
+$3.08M
|
+41,822
|
+12%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$22.4M
|
+$3.99M
|
+54,272
|
+23%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$20.1M
|
+$617K
|
+8,380
|
+3%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$18.7M
|
+$5.22M
|
+70,906
|
+40%
|
|
|
6
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$17.7M
|
-$6.98M
|
-94,902
|
-29%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.2M
|
+$3.39M
|
+46,008
|
+26%
|
|
|
8
|
One Day In July LLC
Burlington,
Vermont
|
$16.2M
|
+$2.01M
|
+27,284
|
+15%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.9M
|
+$380K
|
+5,164
|
+3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$15.7M
|
+$742K
|
+10,090
|
+5%
|
|
|
11
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$13.9M
|
+$1.91M
|
+25,976
|
+17%
|
|
|
12
|
Bridgeworth
Birmingham,
Alabama
|
$12.1M
|
+$971K
|
+13,202
|
+9%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
-$1.09M
|
-14,866
|
-10%
|
|
|
14
|
River Global Investors
London,
United Kingdom
|
$8.2M
|
–
|
–
|
–
|
|
|
15
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$6.77M
|
-$41.1K
|
-558
|
-0.6%
|
|
|
16
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$5.68M
|
+$371K
|
+5,036
|
+7%
|
|
|
17
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.95M
|
+$1.62M
|
+22,012
|
+51%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.92M
|
+$1M
|
+13,602
|
+27%
|
|
|
19
|
Cetera Advisors
Denver,
Colorado
|
$4.65M
|
+$15.5K
|
+210
|
+0.3%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$4.32M
|
+$14.6K
|
+198
|
+0.4%
|
|
|
21
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.29M
|
-$15.5K
|
-210
|
-0.4%
|
|
|
22
|
Savant Capital
Rockford,
Illinois
|
$4.07M
|
-$15.2K
|
-206
|
-0.4%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.6M
|
+$515K
|
+6,994
|
+17%
|
|
|
24
|
|
$3.22M
|
–
|
–
|
–
|
|
|
25
|
Coastline Trust
Providence,
Rhode Island
|
$3.1M
|
+$134K
|
+1,820
|
+5%
|
|
