|
1
|
Bank of America
Charlotte,
North Carolina
|
$26.3M
|
+$4.47M
|
+117,461
|
+20%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.9M
|
+$173K
|
+4,549
|
+0.7%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$10.8M
|
-$2.49M
|
-65,478
|
-19%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$4.76M
|
+$1.26M
|
+33,252
|
+36%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$4.38M
|
+$1.62M
|
+42,594
|
+58%
|
|
|
6
|
|
$3.09M
|
-$84K
|
-2,210
|
-3%
|
|
|
7
|
PDS Planning
Dublin,
Ohio
|
$2.5M
|
-$143K
|
-3,757
|
-5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$2.12M
|
-$54.6K
|
-1,436
|
-2%
|
|
|
9
|
|
$1.35M
|
+$1.37M
|
+35,967
|
New
|
|
|
10
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.14M
|
+$481K
|
+12,641
|
+71%
|
|
|
11
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.04M
|
+$1.05M
|
+27,741
|
New
|
|
|
12
|
IFG Advisory
Atlanta,
Georgia
|
$682K
|
-$52.7K
|
-1,385
|
-7%
|
|
|
13
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$586K
|
+$7.61K
|
+200
|
+1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$533K
|
+$147K
|
+3,857
|
+37%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$402K
|
+$159K
|
+4,194
|
+64%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$389K
|
-$15.5K
|
-407
|
-4%
|
|
|
17
|
Relative Value Partners Group
|
$366K
|
+$10.9K
|
+286
|
+3%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$329K
|
-$476K
|
-12,530
|
-59%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$320K
|
+$324K
|
+8,509
|
New
|
|
|
20
|
Bremer Bank National Association
St Paul,
Minnesota
|
$310K
|
-$3.99K
|
-105
|
-1%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$295K
|
+$20.1K
|
+528
|
+7%
|
|
|
22
|
Verum Partners
Charlotte,
North Carolina
|
$285K
|
+$289K
|
+7,591
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$249K
|
+$6.62K
|
+174
|
+3%
|
|
|
24
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$247K
|
-$77.5K
|
-2,037
|
-24%
|
|
|
25
|
Merit Financial Group
Alpharetta,
Georgia
|
$219K
|
+$222K
|
+5,836
|
New
|
|
