|
1
|
Lee Financial
Dallas,
Texas
|
$20.7M
|
+$5.6M
|
+94,612
|
+36%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
+$1.59M
|
+26,929
|
+17%
|
|
|
3
|
|
$9.65M
|
+$5.29M
|
+89,407
|
+116%
|
|
|
4
|
Xponance
Philadelphia,
Pennsylvania
|
$5.02M
|
+$139K
|
+2,350
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.43M
|
+$284K
|
+4,797
|
+7%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$4.29M
|
-$729K
|
-12,311
|
-14%
|
|
|
7
|
Courier Capital
Buffalo,
New York
|
$4.2M
|
-$225K
|
-3,809
|
-5%
|
|
|
8
|
|
$4.19M
|
–
|
–
|
–
|
|
|
9
|
|
$2.92M
|
-$89.9K
|
-1,518
|
-3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.79M
|
-$386K
|
-6,520
|
-12%
|
|
|
11
|
IHT Wealth Management
Chicago,
Illinois
|
$2.58M
|
+$490K
|
+8,279
|
+23%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$1.91M
|
+$1.95M
|
+32,924
|
New
|
|
|
13
|
Kalos Management
Alpharetta,
Georgia
|
$1.75M
|
+$25K
|
+422
|
+1%
|
|
|
14
|
Silvercrest Asset Management
New York
|
$1.33M
|
+$506K
|
+8,540
|
+59%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$1.03M
|
+$117K
|
+1,968
|
+12%
|
|
|
16
|
|
$960K
|
+$982K
|
+16,585
|
New
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$931K
|
+$6.57K
|
+111
|
+0.7%
|
|
|
18
|
Cambridge Trust
Cambridge,
Massachusetts
|
$801K
|
+$120K
|
+2,033
|
+17%
|
|
|
19
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$777K
|
-$833K
|
-14,066
|
-51%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$672K
|
+$20K
|
+338
|
+3%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$596K
|
-$88.8K
|
-1,500
|
-13%
|
|
|
22
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$485K
|
+$497K
|
+8,395
|
New
|
|
|
23
|
Flow Traders U.S.
New York
|
$434K
|
+$444K
|
+7,503
|
New
|
|
|
24
|
Ballentine Partners
Waltham,
Massachusetts
|
$431K
|
–
|
–
|
–
|
|
|
25
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$320K
|
+$327K
|
+5,529
|
New
|
|
