|
1
|
Patriot Wealth Management
Houston,
Texas
|
$8.94M
|
-$194K
|
-6,419
|
-2%
|
|
|
2
|
Lido Advisors
Los Angeles,
California
|
$8.78M
|
+$7.99M
|
+264,003
|
+599%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.87M
|
+$6.65M
|
+219,551
|
+1,022%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$4.54M
|
+$4.04M
|
+133,486
|
+519%
|
|
|
5
|
Karp Capital Management
Sausalito,
California
|
$3.5M
|
-$833K
|
-27,510
|
-18%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.45M
|
+$614K
|
+20,294
|
+20%
|
|
|
7
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$3.44M
|
+$3.65M
|
+120,630
|
New
|
|
|
8
|
Spinnaker Trust
Portland,
Maine
|
$2.63M
|
+$2.8M
|
+92,482
|
New
|
|
|
9
|
Advisory Services Network
Atlanta,
Georgia
|
$2.18M
|
+$1.18M
|
+39,074
|
+104%
|
|
|
10
|
|
$1.63M
|
+$762K
|
+25,180
|
+79%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$1.6M
|
+$1.7M
|
+56,286
|
New
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.49M
|
+$780K
|
+25,753
|
+97%
|
|
|
13
|
Global Retirement Partners
San Rafael,
California
|
$1.02M
|
+$55.4K
|
+1,830
|
+5%
|
|
|
14
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$729K
|
+$774K
|
+25,570
|
New
|
|
|
15
|
|
$553K
|
+$588K
|
+19,409
|
New
|
|
|
16
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$526K
|
+$524K
|
+17,310
|
New
|
|
|
17
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$519K
|
+$39.4K
|
+1,302
|
+8%
|
|
|
18
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$493K
|
+$327K
|
+10,815
|
+167%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$442K
|
+$470K
|
+15,520
|
New
|
|
|
20
|
LPL Financial
San Diego,
California
|
$416K
|
-$235K
|
-7,748
|
-35%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$335K
|
+$123K
|
+4,060
|
+53%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$280K
|
+$298K
|
+9,833
|
New
|
|
|
23
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$279K
|
+$39.1K
|
+1,290
|
+15%
|
|
|
24
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$246K
|
+$261K
|
+8,621
|
New
|
|
|
25
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$218K
|
+$213K
|
+7,025
|
New
|
|
