|
1
|
Bank of America
Charlotte,
North Carolina
|
$30.7M
|
-$739K
|
-15,917
|
-2%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.7M
|
+$49.3K
|
+1,061
|
+0.2%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$11.5M
|
+$1.89M
|
+40,621
|
+19%
|
|
|
4
|
|
$4.34M
|
+$181K
|
+3,894
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$3.85M
|
+$570K
|
+12,275
|
+17%
|
|
|
6
|
PDS Planning
Dublin,
Ohio
|
$3.84M
|
-$198K
|
-4,261
|
-5%
|
|
|
7
|
Golden State Equity Partners
South Coast Metro,
California
|
$3.16M
|
+$9.62K
|
+207
|
+0.3%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.03M
|
-$54.4K
|
-1,172
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.36M
|
+$1.39K
|
+30
|
+0.1%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$1.4M
|
-$1.83M
|
-39,399
|
-56%
|
|
|
11
|
IFG Advisory
Atlanta,
Georgia
|
$1.06M
|
-$56.4K
|
-1,215
|
-5%
|
|
|
12
|
Relative Value Partners Group
|
$790K
|
+$805K
|
+17,337
|
New
|
|
|
13
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$761K
|
+$325
|
+7
|
+0%
|
|
|
14
|
Hancock Whitney
Gulfport,
Mississippi
|
$711K
|
–
|
–
|
–
|
|
|
15
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$664K
|
+$18.6K
|
+400
|
+3%
|
|
|
16
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$633K
|
-$107K
|
-2,295
|
-15%
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$619K
|
-$6.74K
|
-145
|
-1%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$549K
|
-$56.9K
|
-1,224
|
-9%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$543K
|
-$13.7K
|
-295
|
-2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$403K
|
-$2.69K
|
-58
|
-0.7%
|
|
|
21
|
CPWM LLC
Seattle,
Washington
|
$388K
|
–
|
–
|
–
|
|
|
22
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$362K
|
-$575K
|
-12,373
|
-61%
|
|
|
23
|
Bremer Bank National Association
St Paul,
Minnesota
|
$357K
|
–
|
–
|
–
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$326K
|
-$3.44K
|
-74
|
-1%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$303K
|
+$73K
|
+1,571
|
+31%
|
|
