|
1
|
|
$160M
|
+$5.19M
|
+270,457
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$81.3M
|
+$7.1M
|
+370,037
|
+10%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$79.2M
|
-$18.5M
|
-965,554
|
-19%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$70.8M
|
+$1.78M
|
+92,505
|
+3%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$55M
|
+$2.22M
|
+115,730
|
+4%
|
|
|
6
|
Clearstead Advisors
Cleveland,
Ohio
|
$46.3M
|
+$46.3M
|
+2,410,517
|
New
|
|
|
7
|
Hills Bank & Trust
North Liberty,
Iowa
|
$43.5M
|
+$5.42M
|
+282,557
|
+14%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$39.2M
|
+$17.2M
|
+896,186
|
+79%
|
|
|
9
|
Manchester Financial
Westlake Village,
California
|
$36M
|
+$11.9M
|
+617,495
|
+49%
|
|
|
10
|
Brookstone Capital Management
Wheaton,
Illinois
|
$31.2M
|
-$763K
|
-39,733
|
-2%
|
|
|
11
|
Eastern Bank
Boston,
Massachusetts
|
$31M
|
+$312K
|
+16,260
|
+1%
|
|
|
12
|
Avior Wealth Management
Omaha,
Nebraska
|
$28.9M
|
+$8.23M
|
+428,943
|
+40%
|
|
|
13
|
|
$27.1M
|
+$6.4M
|
+333,411
|
+31%
|
|
|
14
|
R.M. Davis Inc
Portland,
Maine
|
$26.5M
|
+$815K
|
+42,442
|
+3%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.4M
|
+$1.59M
|
+82,895
|
+7%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19M
|
+$354K
|
+18,421
|
+2%
|
|
|
17
|
TLWM Financial
San Antonio,
Texas
|
$18.5M
|
+$628K
|
+32,715
|
+4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.1M
|
+$4.42M
|
+230,394
|
+32%
|
|
|
19
|
Anchor Investment Management
Columbia,
South Carolina
|
$16.3M
|
+$1.61M
|
+83,800
|
+11%
|
|
|
20
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$14.9M
|
+$1.3M
|
+67,672
|
+10%
|
|
|
21
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$14.6M
|
+$257K
|
+13,388
|
+2%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$13.8M
|
+$423K
|
+22,033
|
+3%
|
|
|
23
|
49 Wealth Management
Austin,
Texas
|
$12.8M
|
+$12.8M
|
+667,773
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.7M
|
+$3.31M
|
+172,487
|
+35%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$12.6M
|
+$8.98M
|
+467,684
|
+246%
|
|
