|
1
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$10.6M
|
+338,673
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$42.1M
|
+$322K
|
+10,302
|
+0.8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$38.8M
|
-$35.1M
|
-1,122,155
|
-48%
|
|
|
4
|
|
$32.7M
|
+$5.02M
|
+160,593
|
+18%
|
|
|
5
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$19M
|
+$18.8M
|
+602,268
|
New
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$18.2M
|
+$1.76M
|
+56,478
|
+11%
|
|
|
7
|
Gray Financial Group
Atlanta,
Georgia
|
$17.6M
|
-$1.89M
|
-60,617
|
-10%
|
|
|
8
|
Relative Value Partners Group
|
$13.2M
|
+$3.57M
|
+114,274
|
+38%
|
|
|
9
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$12.9M
|
+$1.13M
|
+36,160
|
+10%
|
|
|
10
|
Venturi Wealth Management
Austin,
Texas
|
$6.96M
|
+$4.04M
|
+129,165
|
+141%
|
|
|
11
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.87M
|
+$2.51M
|
+80,266
|
+58%
|
|
|
12
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$6.84M
|
-$3.84M
|
-122,941
|
-36%
|
|
|
13
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5.65M
|
+$248K
|
+7,953
|
+5%
|
|
|
14
|
Boston Financial Management
Boston,
Massachusetts
|
$5.44M
|
+$5.38M
|
+172,311
|
New
|
|
|
15
|
Private Advisor Group
Morristown,
New Jersey
|
$5.23M
|
+$112K
|
+3,573
|
+2%
|
|
|
16
|
Homrich & Berg
Atlanta,
Georgia
|
$5.08M
|
+$224K
|
+7,182
|
+5%
|
|
|
17
|
Fiduciary Group
Savannah,
Georgia
|
$5.02M
|
+$108K
|
+3,472
|
+2%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$3.38M
|
+$890K
|
+28,490
|
+36%
|
|
|
19
|
Synovus Financial
Columbus,
Georgia
|
$2.86M
|
+$158K
|
+5,067
|
+6%
|
|
|
20
|
LVM Capital Management
Portage,
Michigan
|
$2.52M
|
+$667K
|
+21,360
|
+37%
|
|
|
21
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.2M
|
+$17.6K
|
+562
|
+0.8%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.09M
|
+$135K
|
+4,307
|
+7%
|
|
|
23
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$1.96M
|
+$267K
|
+8,551
|
+16%
|
|
|
24
|
Country Club Trust
Kansas City,
Missouri
|
$1.89M
|
-$307K
|
-9,830
|
-14%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.77M
|
+$157K
|
+5,018
|
+10%
|
|
