|
1
|
Guggenheim Capital
Chicago,
Illinois
|
$53.4M
|
+$23.1M
|
+856,915
|
+76%
|
|
|
2
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.8M
|
+$549K
|
+20,358
|
+4%
|
|
|
3
|
Gradient Investments
Arden Hills,
Minnesota
|
$14M
|
+$3.89M
|
+144,263
|
+39%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$11.7M
|
-$2.46M
|
-91,373
|
-17%
|
|
|
5
|
|
$11.5M
|
+$1.23M
|
+45,649
|
+12%
|
|
|
6
|
Capital Advantage
Walnut Creek,
California
|
$10.5M
|
+$10.5M
|
+388,364
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$7.26M
|
+$499K
|
+18,520
|
+7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$6.24M
|
+$694K
|
+25,747
|
+13%
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$4.43M
|
+$3.42K
|
+127
|
+0.1%
|
|
|
10
|
Summit Asset Management
Memphis,
Tennessee
|
$4.05M
|
+$1.4M
|
+51,850
|
+53%
|
|
|
11
|
|
$3.71M
|
-$292K
|
-10,821
|
-7%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.23M
|
+$108K
|
+4,004
|
+3%
|
|
|
13
|
|
$2.57M
|
+$2.57M
|
+95,253
|
New
|
|
|
14
|
Davenport & Co
Richmond,
Virginia
|
$2.47M
|
+$154K
|
+5,720
|
+7%
|
|
|
15
|
Bluefin Capital Management
New York
|
$2.4M
|
+$2.4M
|
+88,949
|
New
|
|
|
16
|
Prospera Financial Services
Dallas,
Texas
|
$2.03M
|
+$1.56M
|
+57,869
|
+337%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.3M
|
+$48.1K
|
+1,783
|
+4%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$1.25M
|
+$966K
|
+35,833
|
+341%
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.03M
|
-$336K
|
-12,466
|
-25%
|
|
|
20
|
Parasol Investment Management
Westmont,
Illinois
|
$973K
|
+$17K
|
+630
|
+2%
|
|
|
21
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$923K
|
+$577K
|
+21,403
|
+168%
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$637K
|
+$636K
|
+23,586
|
New
|
|
|
23
|
Cambridge Trust
Cambridge,
Massachusetts
|
$628K
|
+$415K
|
+15,405
|
+197%
|
|
|
24
|
|
$594K
|
+$189K
|
+7,000
|
+47%
|
|
|
25
|
Empirical Wealth Management
Seattle,
Washington
|
$573K
|
+$98.4K
|
+3,649
|
+21%
|
|
