|
1
|
|
$47.7M
|
-$15.2M
|
-201,658
|
-26%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
$37.6M
|
-$661K
|
-8,748
|
-2%
|
|
|
3
|
One Day In July LLC
Burlington,
Vermont
|
$27.1M
|
-$2.06M
|
-27,286
|
-8%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.8M
|
+$294K
|
+3,894
|
+1%
|
|
|
5
|
Savant Capital
Rockford,
Illinois
|
$22.7M
|
-$1.19M
|
-15,768
|
-6%
|
|
|
6
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$20.6M
|
-$326K
|
-4,312
|
-2%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.6M
|
+$681K
|
+9,008
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$18.5M
|
+$692K
|
+9,156
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$16.2M
|
+$1.06M
|
+14,004
|
+8%
|
|
|
10
|
Bridgeworth
Birmingham,
Alabama
|
$14.7M
|
-$445K
|
-5,880
|
-3%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$13.4M
|
-$99.3K
|
-1,314
|
-0.8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$13.1M
|
+$3.06M
|
+40,448
|
+35%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
-$752K
|
-9,950
|
-6%
|
|
|
14
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$7.88M
|
-$376K
|
-4,974
|
-5%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.51M
|
+$923K
|
+12,214
|
+19%
|
|
|
16
|
Cetera Advisors
Denver,
Colorado
|
$6.38M
|
+$75.8K
|
+1,002
|
+1%
|
|
|
17
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$5.88M
|
-$1.62M
|
-21,482
|
-23%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.53M
|
-$2.04M
|
-26,922
|
-29%
|
|
|
19
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.43M
|
+$1.35M
|
+17,890
|
+38%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.06M
|
+$467K
|
+6,178
|
+11%
|
|
|
21
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$4.24M
|
-$54K
|
-714
|
-1%
|
|
|
22
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.24M
|
+$600K
|
+7,932
|
+19%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.77M
|
+$204K
|
+2,694
|
+6%
|
|
|
24
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.49M
|
+$234K
|
+3,092
|
+8%
|
|
|
25
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$3.49M
|
-$132K
|
-1,750
|
-4%
|
|
