|
1
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$27.9M
|
+$7.87M
|
+337,777
|
+40%
|
|
|
2
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$25.2M
|
-$70K
|
-3,005
|
-0.3%
|
|
|
3
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.4M
|
+$314K
|
+13,497
|
+3%
|
|
|
4
|
Keeler Thomas Management
Orem,
Utah
|
$9.64M
|
+$1.27M
|
+54,329
|
+15%
|
|
|
5
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$7.75M
|
+$96.4K
|
+4,139
|
+1%
|
|
|
6
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$7.57M
|
+$6.1K
|
+262
|
+0.1%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.94M
|
+$461K
|
+19,781
|
+9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$5.42M
|
+$894K
|
+38,375
|
+20%
|
|
|
9
|
Littlejohn Financial Services
Roseburg,
Oregon
|
$4.76M
|
+$201K
|
+8,610
|
+4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.75M
|
+$3.99M
|
+171,416
|
+600%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.71M
|
+$197K
|
+8,449
|
+4%
|
|
|
12
|
|
$3.93M
|
+$1.57M
|
+67,391
|
+69%
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$3.17M
|
-$1.37M
|
-58,955
|
-31%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$3.01M
|
-$246K
|
-10,567
|
-8%
|
|
|
15
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.8M
|
+$855K
|
+36,692
|
+45%
|
|
|
16
|
Summit Investment Advisors
Hunt Valley,
Maryland
|
$2.37M
|
+$166K
|
+7,107
|
+8%
|
|
|
17
|
Straight Path Wealth Management
Jenison,
Michigan
|
$2.17M
|
+$239K
|
+10,278
|
+13%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$1.5M
|
+$107K
|
+4,614
|
+8%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.45M
|
+$36.5K
|
+1,565
|
+3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.4M
|
+$191K
|
+8,195
|
+16%
|
|
|
21
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$1.31M
|
+$109K
|
+4,660
|
+9%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$1.26M
|
-$15K
|
-645
|
-1%
|
|
|
23
|
GAMMA Investing
Foster City,
California
|
$1.24M
|
-$3.44M
|
-147,804
|
-74%
|
|
|
24
|
WrapManager Inc
Mill Valley,
California
|
$1.15M
|
+$23.4K
|
+1,006
|
+2%
|
|
|
25
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.1M
|
-$77.6K
|
-3,333
|
-7%
|
|
