|
1
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
+$2.9M
|
+108,086
|
+3%
|
|
|
2
|
|
$34.8M
|
+$13.8M
|
+514,595
|
+68%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31.8M
|
+$16.7M
|
+621,330
|
+114%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
+$3.91M
|
+145,835
|
+48%
|
|
|
5
|
Gray Financial Group
Atlanta,
Georgia
|
$11M
|
-$1.92M
|
-71,422
|
-10%
|
|
|
6
|
United Services Automobile Association
San Antonio,
Texas
|
$10.9M
|
+$354K
|
+13,200
|
+3%
|
|
|
7
|
Lazard Asset Management
New York
|
$9.6M
|
+$9.45M
|
+352,205
|
New
|
|
|
8
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.41M
|
-$1.37M
|
-51,211
|
-14%
|
|
|
9
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$7.1M
|
+$273K
|
+10,165
|
+4%
|
|
|
10
|
|
$5.07M
|
+$198K
|
+7,379
|
+4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$4.66M
|
-$1.99M
|
-73,999
|
-30%
|
|
|
12
|
|
$4.09M
|
+$4.02M
|
+149,912
|
New
|
|
|
13
|
FC Advisory
West Chester,
Pennsylvania
|
$3.57M
|
+$235K
|
+8,749
|
+7%
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.49M
|
-$16.7M
|
-623,326
|
-83%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.89M
|
+$1.1M
|
+40,930
|
+63%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.54M
|
+$840K
|
+31,316
|
+51%
|
|
|
17
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.3M
|
+$2.66M
|
+99,288
|
New
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$2.3M
|
+$1.31M
|
+48,775
|
+138%
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.17M
|
+$22K
|
+818
|
+1%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$1.95M
|
+$1.89M
|
+70,346
|
+5,877%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$1.69M
|
+$743K
|
+27,697
|
+81%
|
|
|
22
|
Planning Alternatives
Birmingham,
Michigan
|
$1.68M
|
+$113K
|
+4,224
|
+7%
|
|
|
23
|
Homrich & Berg
Atlanta,
Georgia
|
$1.6M
|
+$207K
|
+7,726
|
+15%
|
|
|
24
|
Cardan Capital Partners
Denver,
Colorado
|
$1.56M
|
+$1.53M
|
+57,161
|
New
|
|
|
25
|
Fiduciary Group
Savannah,
Georgia
|
$1.25M
|
+$70.5K
|
+2,625
|
+6%
|
|
