|
1
|
Lee Financial
Dallas,
Texas
|
$11.1M
|
+$4.53M
|
+83,867
|
+74%
|
|
|
2
|
Xponance
Philadelphia,
Pennsylvania
|
$9.92M
|
+$9.53M
|
+176,489
|
New
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$8.15M
|
+$893K
|
+16,545
|
+13%
|
|
|
4
|
|
$4.43M
|
+$4.26M
|
+78,856
|
New
|
|
|
5
|
Courier Capital
Buffalo,
New York
|
$4.23M
|
+$3.56K
|
+66
|
+0.1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$3.8M
|
+$211K
|
+3,912
|
+6%
|
|
|
7
|
|
$3.3M
|
+$1.46M
|
+26,982
|
+85%
|
|
|
8
|
|
$2.91M
|
+$1.35M
|
+24,907
|
+93%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$2.05M
|
+$34.4K
|
+637
|
+2%
|
|
|
10
|
|
$1.82M
|
+$1.75M
|
+32,455
|
New
|
|
|
11
|
IHT Wealth Management
Chicago,
Illinois
|
$1.81M
|
+$1.75M
|
+32,350
|
+92,429%
|
|
|
12
|
Kalos Management
Alpharetta,
Georgia
|
$1.75M
|
-$224K
|
-4,151
|
-12%
|
|
|
13
|
Flow Traders U.S.
New York
|
$1.08M
|
+$1.04M
|
+19,237
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$935K
|
+$4.97K
|
+92
|
+0.6%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$853K
|
+$820K
|
+15,176
|
New
|
|
|
16
|
Glovista Investments
Jersey City,
New Jersey
|
$761K
|
+$733K
|
+13,569
|
New
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$740K
|
+$6.8K
|
+126
|
+1%
|
|
|
18
|
Cambridge Trust
Cambridge,
Massachusetts
|
$658K
|
+$632K
|
+11,702
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$648K
|
+$623K
|
+11,537
|
New
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$609K
|
+$5.45K
|
+101
|
+0.9%
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$526K
|
+$472K
|
+8,734
|
+1,397%
|
|
|
22
|
|
$513K
|
+$17.8K
|
+329
|
+4%
|
|
|
23
|
Ballentine Partners
Waltham,
Massachusetts
|
$419K
|
–
|
–
|
–
|
|
|
24
|
Boston Family Office
Boston,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
25
|
Westside Investment Management
Santa Monica,
California
|
$239K
|
+$6.48K
|
+120
|
+3%
|
|
