|
1
|
Trilogy Capital
Irvine,
California
|
$41.5M
|
+$2.49M
|
+27,889
|
+7%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$17.5M
|
+$7.13M
|
+79,924
|
+73%
|
|
|
3
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$15.5M
|
+$7.08M
|
+79,374
|
+90%
|
|
|
4
|
|
$14.3M
|
-$325K
|
-3,643
|
-2%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$13.7M
|
-$143K
|
-1,605
|
-1%
|
|
|
6
|
Salomon & Ludwin
Richmond,
Virginia
|
$11.6M
|
-$837K
|
-9,386
|
-7%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$9M
|
-$1.03M
|
-11,594
|
-11%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$8.27M
|
-$1.64M
|
-18,357
|
-17%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.05M
|
+$677K
|
+7,588
|
+10%
|
|
|
10
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$7.89M
|
+$2.23K
|
+25
|
+0%
|
|
|
11
|
Holt Capital Partners
Fort Worth,
Texas
|
$6.92M
|
-$272K
|
-3,050
|
-4%
|
|
|
12
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$5.84M
|
+$5.63M
|
+63,149
|
New
|
|
|
13
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$5.8M
|
+$1.49M
|
+16,685
|
+36%
|
|
|
14
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$5.8M
|
+$12.2K
|
+137
|
+0.2%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.35M
|
+$128K
|
+1,439
|
+3%
|
|
|
16
|
Curi RMB Capital
Chicago,
Illinois
|
$5.23M
|
-$93.4K
|
-1,047
|
-2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$4.79M
|
-$18.6K
|
-208
|
-0.4%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.39M
|
-$235K
|
-2,630
|
-5%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$4.24M
|
-$234K
|
-2,623
|
-5%
|
|
|
20
|
Well Done LLC
Holland,
Michigan
|
$4.08M
|
+$446
|
+5
|
+0%
|
|
|
21
|
Beacon Financial Group
Dallas,
Texas
|
$3.96M
|
+$114K
|
+1,280
|
+3%
|
|
|
22
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$3.35M
|
-$2M
|
-22,419
|
-38%
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.94M
|
-$42.4K
|
-475
|
-1%
|
|
|
24
|
Smart Money Group
Eastland,
Texas
|
$2.78M
|
+$651K
|
+7,300
|
+32%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.73M
|
+$903K
|
+10,116
|
+52%
|
|
