|
1
|
Lee Financial
Dallas,
Texas
|
$22.6M
|
+$2.58M
|
+43,948
|
+12%
|
|
|
2
|
|
$13.7M
|
+$4.57M
|
+77,706
|
+47%
|
|
|
3
|
|
$11.4M
|
+$10.9M
|
+185,838
|
+1,121%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$5.39M
|
-$5.27M
|
-89,625
|
-48%
|
|
|
5
|
Xponance
Philadelphia,
Pennsylvania
|
$4.88M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.69M
|
+$404K
|
+6,874
|
+9%
|
|
|
7
|
|
$4.05M
|
-$24.4K
|
-415
|
-0.6%
|
|
|
8
|
Courier Capital
Buffalo,
New York
|
$4.03M
|
-$46.3K
|
-788
|
-1%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.56M
|
-$642K
|
-10,933
|
-15%
|
|
|
10
|
|
$3.09M
|
+$267K
|
+4,548
|
+9%
|
|
|
11
|
Silvercrest Asset Management
New York
|
$2.84M
|
+$1.62M
|
+27,600
|
+120%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$2.71M
|
-$4.29K
|
-73
|
-0.2%
|
|
|
13
|
IHT Wealth Management
Chicago,
Illinois
|
$2.7M
|
+$186K
|
+3,158
|
+7%
|
|
|
14
|
|
$1.81M
|
+$1.89M
|
+32,238
|
New
|
|
|
15
|
Kalos Management
Alpharetta,
Georgia
|
$1.71M
|
+$18K
|
+307
|
+1%
|
|
|
16
|
Cambridge Trust
Cambridge,
Massachusetts
|
$797K
|
+$19.3K
|
+329
|
+2%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$756K
|
+$999
|
+17
|
+0.1%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$710K
|
+$59.8K
|
+1,018
|
+9%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$584K
|
+$4.35K
|
+74
|
+0.7%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$468K
|
-$557K
|
-9,475
|
-53%
|
|
|
21
|
Ballentine Partners
Waltham,
Massachusetts
|
$419K
|
–
|
–
|
–
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$392K
|
+$411K
|
+6,989
|
New
|
|
|
23
|
Evanson Asset Management
Carmel,
California
|
$310K
|
+$11K
|
+188
|
+4%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$304K
|
-$6.99K
|
-119
|
-2%
|
|
|
25
|
BigSur Wealth Management
Miami,
Florida
|
$292K
|
–
|
–
|
–
|
|
