|
1
|
Bank of America
Charlotte,
North Carolina
|
$6.68M
|
+$3.78M
|
+73,918
|
+136%
|
|
|
2
|
Lee Financial
Dallas,
Texas
|
$5.87M
|
+$1.13M
|
+22,172
|
+24%
|
|
|
3
|
Courier Capital
Buffalo,
New York
|
$3.91M
|
+$686K
|
+13,405
|
+22%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$3.31M
|
+$1.56M
|
+30,449
|
+92%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$1.87M
|
+$608K
|
+11,878
|
+49%
|
|
|
6
|
Kalos Management
Alpharetta,
Georgia
|
$1.83M
|
-$13.6K
|
-265
|
-0.7%
|
|
|
7
|
|
$1.65M
|
+$859K
|
+16,793
|
+113%
|
|
|
8
|
|
$1.4M
|
-$47.4K
|
-927
|
-3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$860K
|
+$122K
|
+2,387
|
+17%
|
|
|
10
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$679K
|
+$667K
|
+13,046
|
New
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$559K
|
+$549K
|
+10,736
|
New
|
|
|
12
|
|
$458K
|
+$450K
|
+8,804
|
New
|
|
|
13
|
Ballentine Partners
Waltham,
Massachusetts
|
$398K
|
+$381K
|
+7,454
|
New
|
|
|
14
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$281K
|
+$12.6K
|
+246
|
+5%
|
|
|
15
|
Boston Family Office
Boston,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
16
|
Westside Investment Management
Santa Monica,
California
|
$216K
|
–
|
–
|
–
|
|
|
17
|
|
$211K
|
+$206K
|
+4,037
|
New
|
|
|
18
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$203K
|
–
|
–
|
–
|
|
|
19
|
Simon Quick Advisors
Morristown,
New Jersey
|
$199K
|
-$50.6K
|
-989
|
-21%
|
|
|
20
|
West Paces Advisors
Atlanta,
Georgia
|
$62.4K
|
+$18.9K
|
+370
|
+45%
|
|
|
21
|
Creative Planning
Overland Park,
Kansas
|
$53K
|
–
|
–
|
–
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$41K
|
–
|
–
|
–
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$32K
|
+$23.3K
|
+456
|
+270%
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$8K
|
–
|
–
|
–
|
|
