|
1
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
+$3.22M
|
+68,876
|
+10%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$30.4M
|
+$372K
|
+7,959
|
+1%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$13.7M
|
+$2.09M
|
+44,655
|
+18%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.24M
|
+$340K
|
+7,265
|
+9%
|
|
|
5
|
|
$4.04M
|
-$359K
|
-7,681
|
-8%
|
|
|
6
|
PDS Planning
Dublin,
Ohio
|
$3.81M
|
-$70.4K
|
-1,506
|
-2%
|
|
|
7
|
Golden State Equity Partners
South Coast Metro,
California
|
$3.48M
|
+$298K
|
+6,381
|
+9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.26M
|
+$202K
|
+4,318
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$2.5M
|
+$121K
|
+2,583
|
+5%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$1.31M
|
-$98.7K
|
-2,112
|
-7%
|
|
|
11
|
IFG Advisory
Atlanta,
Georgia
|
$1.04M
|
-$31.5K
|
-673
|
-3%
|
|
|
12
|
Hancock Whitney
Gulfport,
Mississippi
|
$816K
|
+$98.1K
|
+2,098
|
+13%
|
|
|
13
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$773K
|
+$784K
|
+16,766
|
New
|
|
|
14
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$672K
|
–
|
–
|
–
|
|
|
15
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$611K
|
-$10.1K
|
-216
|
-2%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$583K
|
+$28.5K
|
+610
|
+5%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$556K
|
+$7.43K
|
+159
|
+1%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$431K
|
-$198K
|
-4,243
|
-31%
|
|
|
19
|
Relative Value Partners Group
|
$428K
|
-$377K
|
-8,056
|
-46%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$415K
|
+$7.48K
|
+160
|
+2%
|
|
|
21
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$397K
|
+$403K
|
+8,625
|
New
|
|
|
22
|
CPWM LLC
Seattle,
Washington
|
$388K
|
–
|
–
|
–
|
|
|
23
|
Bremer Bank National Association
St Paul,
Minnesota
|
$385K
|
+$24.8K
|
+530
|
+7%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$341K
|
+$12.1K
|
+258
|
+4%
|
|
|
25
|
Golden State Wealth Management
Santa Ana,
California
|
$319K
|
+$324K
|
+6,927
|
New
|
|
