|
1
|
Lee Financial
Dallas,
Texas
|
$15.2M
|
+$3.71M
|
+65,869
|
+33%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.17M
|
+$764K
|
+13,558
|
+9%
|
|
|
3
|
Xponance
Philadelphia,
Pennsylvania
|
$5.24M
|
-$5.18M
|
-92,036
|
-52%
|
|
|
4
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5M
|
+$4.87M
|
+86,487
|
New
|
|
|
5
|
|
$4.47M
|
+$1.05M
|
+18,572
|
+32%
|
|
|
6
|
Courier Capital
Buffalo,
New York
|
$4.41M
|
+$58.7K
|
+1,042
|
+1%
|
|
|
7
|
|
$4.19M
|
-$364K
|
-6,465
|
-8%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.15M
|
+$238K
|
+4,230
|
+6%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$3.17M
|
+$1.03M
|
+18,277
|
+50%
|
|
|
10
|
|
$3M
|
+$7.83K
|
+139
|
+0.3%
|
|
|
11
|
IHT Wealth Management
Chicago,
Illinois
|
$2.17M
|
+$235K
|
+4,173
|
+13%
|
|
|
12
|
Kalos Management
Alpharetta,
Georgia
|
$1.72M
|
-$75.6K
|
-1,342
|
-4%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.59M
|
+$807K
|
+14,325
|
+109%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$924K
|
+$45K
|
+799
|
+5%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$916K
|
+$242K
|
+4,290
|
+37%
|
|
|
16
|
Silvercrest Asset Management
New York
|
$833K
|
+$811K
|
+14,400
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$683K
|
-$271K
|
-4,813
|
-29%
|
|
|
18
|
Cambridge Trust
Cambridge,
Massachusetts
|
$683K
|
+$5.97K
|
+106
|
+0.9%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$653K
|
+$108K
|
+1,921
|
+21%
|
|
|
20
|
Ballentine Partners
Waltham,
Massachusetts
|
$431K
|
–
|
–
|
–
|
|
|
21
|
BigSur Wealth Management
Miami,
Florida
|
$301K
|
+$293K
|
+5,195
|
New
|
|
|
22
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$281K
|
+$45.2K
|
+803
|
+20%
|
|
|
23
|
Westside Investment Management
Santa Monica,
California
|
$254K
|
–
|
–
|
–
|
|
|
24
|
Evanson Asset Management
Carmel,
California
|
$250K
|
+$243K
|
+4,320
|
New
|
|
|
25
|
|
$234K
|
–
|
–
|
–
|
|
