|
1
|
Patriot Wealth Management
Houston,
Texas
|
$10.1M
|
+$234K
|
+7,753
|
+2%
|
|
|
2
|
Karp Capital Management
Sausalito,
California
|
$4.75M
|
+$4.53M
|
+150,531
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.18M
|
+$199K
|
+6,591
|
+7%
|
|
|
4
|
Rand Wealth
Baltimore,
Maryland
|
$1.51M
|
+$54.8K
|
+1,820
|
+4%
|
|
|
5
|
Lido Advisors
Los Angeles,
California
|
$1.39M
|
+$330K
|
+10,965
|
+33%
|
|
|
6
|
Advisory Services Network
Atlanta,
Georgia
|
$1.18M
|
-$614K
|
-20,395
|
-35%
|
|
|
7
|
Global Retirement Partners
San Rafael,
California
|
$1.07M
|
-$10.5K
|
-347
|
-1%
|
|
|
8
|
|
$1.01M
|
+$490K
|
+16,253
|
+103%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$836K
|
+$12.6K
|
+418
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$812K
|
+$663K
|
+21,993
|
+590%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$706K
|
+$293K
|
+9,719
|
+77%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$678K
|
-$23K
|
-765
|
-3%
|
|
|
13
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$534K
|
+$5.81K
|
+193
|
+1%
|
|
|
14
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$531K
|
+$56.8K
|
+1,886
|
+13%
|
|
|
15
|
WBI Investments
Red Bank,
New Jersey
|
$408K
|
+$389K
|
+12,922
|
New
|
|
|
16
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$269K
|
+$256K
|
+8,510
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$241K
|
+$201K
|
+6,663
|
+679%
|
|
|
18
|
Lynch & Associates
Newburgh,
Indiana
|
$207K
|
+$198K
|
+6,558
|
New
|
|
|
19
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$205K
|
+$195K
|
+6,480
|
New
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$78K
|
+$2.26K
|
+75
|
+3%
|
|
|
21
|
Fidelity Investments
Boston,
Massachusetts
|
$54K
|
+$51.1K
|
+1,697
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$31K
|
+$12.8K
|
+425
|
+75%
|
|
|
23
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$14K
|
+$1.81K
|
+60
|
+15%
|
|
|
24
|
Optimum Investment Advisors
Chicago,
Illinois
|
$13K
|
–
|
–
|
–
|
|
|
25
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$12K
|
+$1.51K
|
+50
|
+15%
|
|
