|
1
|
Bank of America
Charlotte,
North Carolina
|
$31.8M
|
-$1.43M
|
-31,345
|
-4%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.9M
|
-$784K
|
-17,199
|
-3%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$9.72M
|
+$2.01M
|
+44,206
|
+26%
|
|
|
4
|
|
$4.21M
|
+$216K
|
+4,729
|
+5%
|
|
|
5
|
PDS Planning
Dublin,
Ohio
|
$4.07M
|
+$40.4K
|
+886
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.33M
|
+$1.22M
|
+26,722
|
+59%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$3.22M
|
+$3.19M
|
+70,014
|
New
|
|
|
8
|
Golden State Equity Partners
South Coast Metro,
California
|
$3.18M
|
+$381K
|
+8,351
|
+14%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.11M
|
-$539K
|
-11,823
|
-15%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$2.38M
|
+$1.85M
|
+40,548
|
+364%
|
|
|
11
|
IFG Advisory
Atlanta,
Georgia
|
$1.13M
|
-$292K
|
-6,400
|
-21%
|
|
|
12
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$935K
|
-$848K
|
-18,602
|
-48%
|
|
|
13
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$769K
|
+$761K
|
+16,701
|
New
|
|
|
14
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$726K
|
+$18.5K
|
+406
|
+3%
|
|
|
15
|
Hancock Whitney
Gulfport,
Mississippi
|
$718K
|
–
|
–
|
–
|
|
|
16
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$653K
|
–
|
–
|
–
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$632K
|
-$110K
|
-2,405
|
-15%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$611K
|
+$24.9K
|
+546
|
+4%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$562K
|
-$16.4K
|
-360
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$410K
|
+$215K
|
+4,710
|
+112%
|
|
|
21
|
CPWM LLC
Seattle,
Washington
|
$392K
|
–
|
–
|
–
|
|
|
22
|
Bremer Bank National Association
St Paul,
Minnesota
|
$360K
|
–
|
–
|
–
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$329K
|
+$15.6K
|
+342
|
+5%
|
|
|
24
|
RFG Advisory
Birmingham,
Alabama
|
$269K
|
–
|
–
|
–
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$262K
|
+$1K
|
+22
|
+0.4%
|
|
