|
1
|
|
$58.3M
|
+$1.62M
|
+16,896
|
+3%
|
|
|
2
|
Brouwer & Janachowski
Mill Valley,
California
|
$45.1M
|
+$453K
|
+4,736
|
+1%
|
|
|
3
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$39.6M
|
–
|
–
|
–
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$33.2M
|
+$17.1M
|
+179,198
|
+116%
|
|
|
5
|
One Day In July LLC
Burlington,
Vermont
|
$31.2M
|
-$941K
|
-9,836
|
-3%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.4M
|
+$4M
|
+41,834
|
+18%
|
|
|
7
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$26.7M
|
+$2.18M
|
+22,792
|
+9%
|
|
|
8
|
Savant Capital
Rockford,
Illinois
|
$26.4M
|
-$551K
|
-5,762
|
-2%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$25.7M
|
-$1.35M
|
-14,094
|
-5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$21.9M
|
+$13.4K
|
+140
|
+0.1%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$20.7M
|
+$1.46M
|
+15,214
|
+8%
|
|
|
12
|
Tanglewood Wealth Management
Houston,
Texas
|
$18.3M
|
+$17.6M
|
+183,618
|
New
|
|
|
13
|
Bridgeworth
Birmingham,
Alabama
|
$16.9M
|
-$491K
|
-5,134
|
-3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$16.4M
|
+$840K
|
+8,782
|
+6%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$15.7M
|
-$224K
|
-2,346
|
-1%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.5M
|
+$7.68M
|
+80,336
|
+122%
|
|
|
17
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$13.9M
|
+$4.35M
|
+45,432
|
+48%
|
|
|
18
|
Cetera Advisors
Denver,
Colorado
|
$8.08M
|
+$494K
|
+5,162
|
+7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.8M
|
+$76.5K
|
+800
|
+1%
|
|
|
20
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.38M
|
+$910K
|
+9,510
|
+15%
|
|
|
21
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$6.87M
|
-$94.9K
|
-992
|
-1%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.48M
|
+$455K
|
+4,760
|
+8%
|
|
|
23
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$6.46M
|
+$1.38M
|
+14,472
|
+29%
|
|
|
24
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$4.79M
|
+$4.61M
|
+48,152
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.51M
|
+$39.6K
|
+414
|
+0.9%
|
|
