|
1
|
Trilogy Capital
Irvine,
California
|
$36.5M
|
-$5.44M
|
-63,439
|
-13%
|
|
|
2
|
|
$13.8M
|
-$206K
|
-2,407
|
-1%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$13.1M
|
-$117K
|
-1,368
|
-0.9%
|
|
|
4
|
Salomon & Ludwin
Richmond,
Virginia
|
$11.8M
|
-$280K
|
-3,263
|
-2%
|
|
|
5
|
AE Wealth Management
Topeka,
Kansas
|
$9.59M
|
+$9.39M
|
+109,641
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.52M
|
+$610K
|
+7,123
|
+7%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.42M
|
-$195K
|
-2,271
|
-2%
|
|
|
8
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$7.68M
|
+$7.53M
|
+87,836
|
New
|
|
|
9
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$7.46M
|
+$1.89K
|
+22
|
+0%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.95M
|
+$15.1K
|
+176
|
+0.2%
|
|
|
11
|
Holt Capital Partners
Fort Worth,
Texas
|
$6.81M
|
-$5.14K
|
-60
|
-0.1%
|
|
|
12
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$5.47M
|
-$444K
|
-5,184
|
-8%
|
|
|
13
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$5.13M
|
+$119K
|
+1,391
|
+2%
|
|
|
14
|
Curi RMB Capital
Chicago,
Illinois
|
$5.03M
|
+$764K
|
+8,919
|
+18%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.93M
|
-$117K
|
-1,366
|
-2%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$4.54M
|
-$347K
|
-4,056
|
-7%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$4.38M
|
-$79K
|
-922
|
-2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$4.24M
|
-$448K
|
-5,234
|
-10%
|
|
|
19
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4.02M
|
+$2.56M
|
+29,873
|
+185%
|
|
|
20
|
Well Done LLC
Holland,
Michigan
|
$3.85M
|
+$330K
|
+3,849
|
+10%
|
|
|
21
|
Beacon Financial Group
Dallas,
Texas
|
$3.61M
|
+$15.3K
|
+178
|
+0.4%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.83M
|
-$25.3K
|
-295
|
-0.9%
|
|
|
23
|
Nadler Financial Group
Deerfield,
Illinois
|
$2.23M
|
+$257
|
+3
|
+0%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.18M
|
-$3.68K
|
-43
|
-0.2%
|
|
|
25
|
Atria Investments
Charlotte,
North Carolina
|
$2.17M
|
+$63.3K
|
+739
|
+3%
|
|
