|
1
|
Bank of America
Charlotte,
North Carolina
|
$26.8M
|
+$1.75M
|
+45,588
|
+8%
|
|
|
2
|
Golden State Wealth Management
Santa Ana,
California
|
$17.3M
|
+$16M
|
+415,768
|
New
|
|
|
3
|
Total Investment Management
Scottsdale,
Arizona
|
$17.3M
|
+$16M
|
+415,768
|
New
|
|
|
4
|
Advisor Group
Phoenix,
Arizona
|
$7.43M
|
+$979K
|
+25,452
|
+17%
|
|
|
5
|
|
$3.31M
|
+$115K
|
+2,978
|
+4%
|
|
|
6
|
Kalos Management
Alpharetta,
Georgia
|
$3.12M
|
-$3.08K
|
-80
|
-0.1%
|
|
|
7
|
|
$2.15M
|
+$245K
|
+6,360
|
+14%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.46M
|
+$515K
|
+13,390
|
+61%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$975K
|
–
|
–
|
–
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$872K
|
-$515K
|
-13,382
|
-39%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$767K
|
-$296K
|
-7,704
|
-29%
|
|
|
12
|
Squar Milner Financial Services
Irvine,
California
|
$541K
|
+$68.3K
|
+1,776
|
+16%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$521K
|
+$61K
|
+1,586
|
+14%
|
|
|
14
|
Bellecapital
Zurich,
Switzerland
|
$446K
|
+$21.9K
|
+570
|
+6%
|
|
|
15
|
First Foundation Advisors
Irvine,
California
|
$254K
|
–
|
–
|
–
|
|
|
16
|
PSI Advisors
Tampa,
Florida
|
$124K
|
+$115K
|
+3,000
|
New
|
|
|
17
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$102K
|
–
|
–
|
–
|
|
|
18
|
Evolution Wealth Advisors
Aventura,
Florida
|
$92K
|
+$85.3K
|
+2,216
|
New
|
|
|
19
|
WhitTier Trust Company
Reno,
Nevada
|
$41K
|
–
|
–
|
–
|
|
|
20
|
Whittier Trust
South Pasadena,
California
|
$38K
|
–
|
–
|
–
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$20.5K
|
-$20.2K
|
-526
|
-52%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20K
|
-$17.7K
|
-460
|
-41%
|
|
|
23
|
|
$8K
|
–
|
–
|
–
|
|
|
24
|
Verus Capital Partners
Scottsdale,
Arizona
|
$8K
|
+$7.7K
|
+200
|
New
|
|
|
25
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$7K
|
–
|
–
|
–
|
|
