|
1
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$25.4M
|
+$24M
|
+612,588
|
New
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.3M
|
-$1.64M
|
-42,013
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$21.1M
|
+$532K
|
+13,596
|
+3%
|
|
|
4
|
First Foundation Advisors
Irvine,
California
|
$10.3M
|
+$893K
|
+22,817
|
+10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.03M
|
-$76.8K
|
-1,963
|
-1%
|
|
|
6
|
|
$3.17M
|
-$14.9K
|
-381
|
-0.5%
|
|
|
7
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.15M
|
-$973K
|
-24,862
|
-32%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$2.08M
|
-$907K
|
-23,168
|
-32%
|
|
|
9
|
Taylor Financial Group
Roanoke,
Virginia
|
$1.74M
|
+$1.64M
|
+41,890
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$1.49M
|
+$752K
|
+19,207
|
+115%
|
|
|
11
|
Win Advisors
Palm Beach Gardens,
Florida
|
$1.44M
|
+$1.36M
|
+34,652
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.3M
|
+$1.01M
|
+25,709
|
+458%
|
|
|
13
|
PDS Planning
Dublin,
Ohio
|
$1.18M
|
-$503K
|
-12,862
|
-31%
|
|
|
14
|
Hancock Whitney
Gulfport,
Mississippi
|
$951K
|
+$46.4K
|
+1,186
|
+5%
|
|
|
15
|
IFG Advisory
Atlanta,
Georgia
|
$879K
|
+$172K
|
+4,390
|
+26%
|
|
|
16
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$822K
|
+$23.1K
|
+590
|
+3%
|
|
|
17
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$786K
|
-$86.3K
|
-2,205
|
-11%
|
|
|
18
|
Creative Planning
Overland Park,
Kansas
|
$710K
|
+$394K
|
+10,066
|
+143%
|
|
|
19
|
Northwest Financial Advisors
Herndon,
Virginia
|
$622K
|
+$588K
|
+15,014
|
New
|
|
|
20
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$621K
|
-$12.6K
|
-323
|
-2%
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$608K
|
+$574K
|
+14,673
|
New
|
|
|
22
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$573K
|
-$1.56K
|
-40
|
-0.3%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$568K
|
+$536K
|
+13,695
|
New
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$430K
|
-$18.2K
|
-464
|
-4%
|
|
|
25
|
Relative Value Partners Group
|
$413K
|
+$1.1K
|
+28
|
+0.3%
|
|
