|
1
|
|
$304M
|
+$20.1M
|
+397,363
|
+7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$158M
|
-$8.62M
|
-170,556
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$116M
|
-$10.9M
|
-216,560
|
-9%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$79.1M
|
+$10.1M
|
+199,878
|
+15%
|
|
|
5
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$76M
|
-$5.78M
|
-114,395
|
-7%
|
|
|
6
|
TruWealth Advisors
Metairie,
Louisiana
|
$44.7M
|
+$44M
|
+870,638
|
+6,197%
|
|
|
7
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$35.3M
|
+$1.7M
|
+33,656
|
+5%
|
|
|
8
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$30M
|
+$2.14M
|
+42,427
|
+8%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.9M
|
–
|
–
|
–
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$27.4M
|
+$6.73M
|
+133,178
|
+33%
|
|
|
11
|
Gratus Capital
Atlanta,
Georgia
|
$27.1M
|
+$2.94M
|
+58,103
|
+12%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$27M
|
+$50.4K
|
+997
|
+0.2%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.2M
|
-$2.46M
|
-48,740
|
-9%
|
|
|
14
|
Nottingham Advisors
Amherst,
New York
|
$24.4M
|
+$3.65M
|
+72,175
|
+18%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.9M
|
-$5.25M
|
-103,964
|
-19%
|
|
|
16
|
Atwood & Palmer
Kansas City,
Missouri
|
$19.6M
|
+$102K
|
+2,026
|
+0.5%
|
|
|
17
|
WESCAP Management Group
Glendale,
California
|
$19.4M
|
+$1.52M
|
+30,025
|
+8%
|
|
|
18
|
Advisors Preferred
Rockville,
Maryland
|
$17.5M
|
+$678K
|
+13,410
|
+4%
|
|
|
19
|
Pasadena Private Wealth
Pasadena,
California
|
$17M
|
-$3.78M
|
-74,690
|
-18%
|
|
|
20
|
|
$16.5M
|
+$4.18M
|
+82,761
|
+34%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$16.4M
|
+$16.4M
|
+323,978
|
New
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.2M
|
-$5.64M
|
-111,672
|
-30%
|
|
|
23
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$13.2M
|
+$2.43M
|
+48,152
|
+23%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.1M
|
+$2.77M
|
+54,834
|
+27%
|
|
|
25
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$12.7M
|
-$1.43M
|
-28,261
|
-10%
|
|
