|
1
|
Cassaday & Co
Mclean,
Virginia
|
$15.3M
|
+$17.1M
|
+163,945
|
New
|
|
|
2
|
|
$10.5M
|
+$4.98M
|
+47,682
|
+73%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$5.71M
|
+$5.14M
|
+49,176
|
+409%
|
|
|
4
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$4.35M
|
+$1.32M
|
+12,625
|
+37%
|
|
|
5
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$3.55M
|
-$3.45K
|
-33
|
-0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.37M
|
+$2.21M
|
+21,186
|
+142%
|
|
|
7
|
Private Advisor Group
Morristown,
New Jersey
|
$3.26M
|
+$212K
|
+2,029
|
+6%
|
|
|
8
|
Franklin Resources
San Mateo,
California
|
$2.39M
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.35M
|
+$258K
|
+2,470
|
+11%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.27M
|
+$740K
|
+7,086
|
+41%
|
|
|
11
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$2.03M
|
+$772K
|
+7,388
|
+51%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.93M
|
+$2.16M
|
+20,702
|
New
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.74M
|
+$1.95M
|
+18,632
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.65M
|
+$925K
|
+8,852
|
+100%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.27M
|
-$77.2K
|
-739
|
-5%
|
|
|
16
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.19M
|
-$126K
|
-1,209
|
-9%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.02M
|
-$940
|
-9
|
-0.1%
|
|
|
18
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.01M
|
+$34.6K
|
+331
|
+3%
|
|
|
19
|
Brown Advisory
Baltimore,
Maryland
|
$745K
|
+$833K
|
+7,977
|
New
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$707K
|
–
|
–
|
–
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$683K
|
+$31.6K
|
+302
|
+4%
|
|
|
22
|
Silvercrest Asset Management
New York
|
$678K
|
+$759K
|
+7,265
|
New
|
|
|
23
|
Bailard
Foster City,
California
|
$630K
|
+$394K
|
+3,768
|
+126%
|
|
|
24
|
Fifth Third Securities
Cincinnati,
Ohio
|
$580K
|
+$55.2K
|
+528
|
+9%
|
|
|
25
|
Fiduciary Trust
Boston,
Massachusetts
|
$569K
|
–
|
–
|
–
|
|
