|
1
|
RVW Wealth
Los Angeles,
California
|
$9.69M
|
-$7.4M
|
-213,638
|
-43%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.91M
|
+$749K
|
+21,618
|
+12%
|
|
|
3
|
Bailard
Foster City,
California
|
$6.44M
|
+$489K
|
+14,121
|
+8%
|
|
|
4
|
Eastern Bank
Boston,
Massachusetts
|
$4.5M
|
+$4.59M
|
+132,422
|
New
|
|
|
5
|
Shira Ridge Wealth Management
Larkspur,
California
|
$4.48M
|
+$52.7K
|
+1,521
|
+1%
|
|
|
6
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.51M
|
-$20.9K
|
-603
|
-1%
|
|
|
7
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.47M
|
+$122K
|
+3,513
|
+9%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.27M
|
+$52.6K
|
+1,519
|
+4%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.25M
|
+$306K
|
+8,841
|
+32%
|
|
|
10
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.16M
|
+$973K
|
+28,085
|
+469%
|
|
|
11
|
Franklin Resources
San Mateo,
California
|
$1.14M
|
-$1.14M
|
-32,846
|
-49%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$1.09M
|
+$5.26K
|
+152
|
+0.5%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.06M
|
+$122K
|
+3,533
|
+13%
|
|
|
14
|
|
$1.05M
|
–
|
–
|
–
|
|
|
15
|
Gould Asset Management
Claremont,
California
|
$846K
|
+$11.8K
|
+340
|
+1%
|
|
|
16
|
|
$840K
|
-$305K
|
-8,797
|
-26%
|
|
|
17
|
Biltmore Family Office
Charlotte,
North Carolina
|
$838K
|
–
|
–
|
–
|
|
|
18
|
Colony Group
Boston,
Massachusetts
|
$772K
|
-$1.34M
|
-38,623
|
-63%
|
|
|
19
|
Regatta Capital Group
El Segundo,
California
|
$713K
|
–
|
–
|
–
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$641K
|
+$559K
|
+16,138
|
+589%
|
|
|
21
|
Fortis Capital Management
Bellevue,
Washington
|
$634K
|
+$39.3K
|
+1,135
|
+6%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$625K
|
+$213K
|
+6,150
|
+50%
|
|
|
23
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$577K
|
-$24.2K
|
-700
|
-4%
|
|
|
24
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$554K
|
+$26.7K
|
+770
|
+5%
|
|
|
25
|
Cetera Advisors
Denver,
Colorado
|
$553K
|
-$1.77K
|
-51
|
-0.3%
|
|
