|
1
|
RVW Wealth
Los Angeles,
California
|
$14.4M
|
-$550K
|
-16,459
|
-3%
|
|
|
2
|
Franklin Resources
San Mateo,
California
|
$2.03M
|
–
|
–
|
–
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.9M
|
+$2.07M
|
+62,059
|
New
|
|
|
4
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.4M
|
-$41.8K
|
-1,250
|
-3%
|
|
|
5
|
|
$1.21M
|
-$40.9K
|
-1,223
|
-3%
|
|
|
6
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.05M
|
+$117K
|
+3,511
|
+11%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$972K
|
-$6.25K
|
-187
|
-0.6%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$966K
|
+$14.4K
|
+432
|
+1%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$956K
|
+$1.04M
|
+31,257
|
New
|
|
|
10
|
|
$943K
|
–
|
–
|
–
|
|
|
11
|
Regatta Capital Group
El Segundo,
California
|
$919K
|
+$234K
|
+6,998
|
+30%
|
|
|
12
|
Biltmore Family Office
Charlotte,
North Carolina
|
$886K
|
+$552K
|
+16,532
|
+133%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$747K
|
+$816K
|
+24,422
|
New
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$680K
|
+$742K
|
+22,220
|
New
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$559K
|
+$133K
|
+3,996
|
+28%
|
|
|
16
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$551K
|
+$48.7K
|
+1,458
|
+9%
|
|
|
17
|
Scott Capital Advisors
Portland,
Oregon
|
$491K
|
+$537K
|
+16,067
|
New
|
|
|
18
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$472K
|
+$213K
|
+6,376
|
+70%
|
|
|
19
|
One Capital Management
Westlake Village,
California
|
$450K
|
-$58.4K
|
-1,747
|
-11%
|
|
|
20
|
DOHJ LLC
Seattle,
Washington
|
$389K
|
+$57.9K
|
+1,732
|
+16%
|
|
|
21
|
Fortis Capital Management
Bellevue,
Washington
|
$359K
|
+$125K
|
+3,732
|
+47%
|
|
|
22
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$318K
|
+$348K
|
+10,407
|
New
|
|
|
23
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$266K
|
–
|
–
|
–
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$253K
|
+$79.5K
|
+2,379
|
+40%
|
|
|
25
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$234K
|
+$256K
|
+7,653
|
New
|
|
