|
1
|
Stifel Financial
St. Louis,
Missouri
|
$230M
|
+$50.6M
|
+1,079,519
|
+30%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$13.1M
|
-$17.8M
|
-379,176
|
-59%
|
|
|
3
|
Fort Point Capital Partners
San Francisco,
California
|
$12.2M
|
+$6.89M
|
+147,026
|
+147%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$10.3M
|
-$713K
|
-15,223
|
-7%
|
|
|
5
|
|
$7.65M
|
+$1.38M
|
+29,525
|
+23%
|
|
|
6
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.17M
|
-$422K
|
-9,020
|
-6%
|
|
|
7
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$4.1M
|
+$17.9M
|
+381,410
|
+481%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.51M
|
+$460K
|
+9,823
|
+16%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.22M
|
-$2.58M
|
-55,188
|
-46%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$2.69M
|
-$2.04M
|
-43,595
|
-44%
|
|
|
11
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.33M
|
+$2.22M
|
+47,386
|
New
|
|
|
12
|
Lunt Capital Management
Holladay,
Utah
|
$2.28M
|
+$1.52M
|
+32,521
|
+236%
|
|
|
13
|
Friedenthal Financial
Marlton,
New Jersey
|
$2.27M
|
+$1.41M
|
+30,000
|
+187%
|
|
|
14
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.24M
|
+$99.3K
|
+2,120
|
+5%
|
|
|
15
|
Longview Financial Advisors
Huntsville,
Alabama
|
$2.2M
|
-$80.3K
|
-1,715
|
-4%
|
|
|
16
|
Bingham Private Wealth
San Francisco,
California
|
$2.2M
|
+$401K
|
+8,568
|
+24%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.04M
|
+$211K
|
+4,510
|
+12%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.88M
|
+$1.47M
|
+31,330
|
+463%
|
|
|
19
|
Davis Investment Partners
Charlotte,
North Carolina
|
$1.76M
|
-$117K
|
-2,492
|
-7%
|
|
|
20
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.6M
|
+$1.52M
|
+32,521
|
New
|
|
|
21
|
SFE Investment Counsel
Los Angeles,
California
|
$1.33M
|
+$4.22K
|
+90
|
+0.3%
|
|
|
22
|
Avantax Advisory Services
Dallas,
Texas
|
$1.24M
|
+$17.6K
|
+376
|
+2%
|
|
|
23
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.23M
|
+$242K
|
+5,157
|
+26%
|
|
|
24
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.22M
|
+$1.16M
|
+24,759
|
New
|
|
|
25
|
Peirce Capital Management
The Woodlands,
Texas
|
$1.19M
|
+$1.13M
|
+24,113
|
New
|
|
