|
1
|
|
$45.4M
|
+$17.5M
|
+302,976
|
+72%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
$28.5M
|
+$1.02M
|
+17,756
|
+4%
|
|
|
3
|
One Day In July LLC
Burlington,
Vermont
|
$19.5M
|
+$4.12M
|
+71,474
|
+30%
|
|
|
4
|
Savant Capital
Rockford,
Illinois
|
$19.2M
|
+$2.92M
|
+50,620
|
+20%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.6M
|
+$2.06M
|
+35,702
|
+16%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$15.7M
|
-$512K
|
-8,888
|
-3%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.2M
|
+$287K
|
+4,972
|
+2%
|
|
|
8
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$13.9M
|
+$901K
|
+15,624
|
+8%
|
|
|
9
|
Bridgeworth
Birmingham,
Alabama
|
$11.9M
|
-$5.88K
|
-102
|
-0.1%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$590K
|
+10,234
|
+6%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
-$604K
|
-10,478
|
-6%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
-$5.55M
|
-96,184
|
-36%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$8.43M
|
-$4.34M
|
-75,196
|
-36%
|
|
|
14
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$6.69M
|
-$2.03M
|
-35,122
|
-25%
|
|
|
15
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$6.26M
|
+$806K
|
+13,986
|
+16%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$4.32M
|
+$189K
|
+3,284
|
+5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.6M
|
+$356K
|
+6,180
|
+12%
|
|
|
18
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$3.25M
|
-$1.63M
|
-28,248
|
-35%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.14M
|
-$6.47M
|
-112,210
|
-69%
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.76M
|
+$728K
|
+12,620
|
+40%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.73M
|
-$588K
|
-10,202
|
-19%
|
|
|
22
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.71M
|
-$1.62M
|
-28,180
|
-39%
|
|
|
23
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$2.6M
|
-$5.26M
|
-91,296
|
-69%
|
|
|
24
|
Ziegler Capital Management
Chicago,
Illinois
|
$2.43M
|
–
|
–
|
–
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.33M
|
+$1.25M
|
+21,762
|
+141%
|
|
