|
1
|
Bank of America
Charlotte,
North Carolina
|
$37.6M
|
+$809K
|
+19,808
|
+2%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$28.6M
|
+$276K
|
+6,764
|
+1%
|
|
|
3
|
|
$3.98M
|
-$212K
|
-5,187
|
-5%
|
|
|
4
|
PDS Planning
Dublin,
Ohio
|
$3.87M
|
-$51.1K
|
-1,250
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$3.09M
|
-$129K
|
-3,160
|
-4%
|
|
|
6
|
First Foundation Advisors
Irvine,
California
|
$2.82M
|
+$334K
|
+8,180
|
+14%
|
|
|
7
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.39M
|
-$526K
|
-12,879
|
-19%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$2.27M
|
+$24.5K
|
+600
|
+1%
|
|
|
9
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$1.47M
|
+$8.13K
|
+199
|
+0.6%
|
|
|
10
|
IFG Advisory
Atlanta,
Georgia
|
$1.43M
|
-$42.5K
|
-1,040
|
-3%
|
|
|
11
|
Golden State Equity Partners
South Coast Metro,
California
|
$696K
|
+$666K
|
+16,301
|
New
|
|
|
12
|
Private Advisor Group
Morristown,
New Jersey
|
$662K
|
+$28.7K
|
+702
|
+5%
|
|
|
13
|
Golden State Wealth Management
Santa Ana,
California
|
$642K
|
+$614K
|
+15,028
|
New
|
|
|
14
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$630K
|
+$602K
|
+14,745
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$566K
|
+$2.7K
|
+66
|
+0.5%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$543K
|
-$12.6K
|
-308
|
-2%
|
|
|
17
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$540K
|
+$42.8K
|
+1,047
|
+9%
|
|
|
18
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$507K
|
+$12K
|
+293
|
+3%
|
|
|
19
|
Hancock Whitney
Gulfport,
Mississippi
|
$449K
|
+$429K
|
+10,508
|
New
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$435K
|
-$940
|
-23
|
-0.2%
|
|
|
21
|
Advisors Preferred
Rockville,
Maryland
|
$413K
|
+$397K
|
+9,712
|
New
|
|
|
22
|
CPWM LLC
Seattle,
Washington
|
$364K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$361K
|
-$5.23K
|
-128
|
-1%
|
|
|
24
|
Bremer Bank National Association
St Paul,
Minnesota
|
$341K
|
–
|
–
|
–
|
|
|
25
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$304K
|
+$40.6K
|
+993
|
+16%
|
|
