|
1
|
|
$121M
|
+$113M
|
+3,665,282
|
+6,614%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$21.8M
|
-$4.34M
|
-140,768
|
-17%
|
|
|
3
|
Rockefeller Capital Management
New York
|
$15.4M
|
-$306K
|
-9,934
|
-2%
|
|
|
4
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$12.5M
|
-$405K
|
-13,130
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
+$1.07M
|
+34,620
|
+11%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.79M
|
-$310K
|
-10,046
|
-4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.78M
|
-$39.7K
|
-1,288
|
-0.5%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.08M
|
-$1.43M
|
-46,490
|
-18%
|
|
|
9
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$6.97M
|
+$191K
|
+6,180
|
+3%
|
|
|
10
|
Bank of New York Mellon
New York
|
$5.89M
|
+$1.58M
|
+51,302
|
+40%
|
|
|
11
|
Edge Capital Group
Atlanta,
Georgia
|
$5.64M
|
-$1.97M
|
-63,711
|
-27%
|
|
|
12
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5.6M
|
-$539K
|
-17,476
|
-9%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$5.49M
|
-$1.72M
|
-55,785
|
-25%
|
|
|
14
|
Moors & Cabot
Boston,
Massachusetts
|
$5.43M
|
+$185K
|
+5,994
|
+4%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.19M
|
-$9.48M
|
-307,354
|
-66%
|
|
|
16
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$4.94M
|
-$3.66M
|
-118,618
|
-44%
|
|
|
17
|
Longview Financial Advisors
Huntsville,
Alabama
|
$4.79M
|
+$150K
|
+4,864
|
+3%
|
|
|
18
|
Philip James Wealth Mangement
Milton,
Georgia
|
$3.95M
|
+$273K
|
+8,864
|
+8%
|
|
|
19
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$3.67M
|
+$297K
|
+9,641
|
+9%
|
|
|
20
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$3.49M
|
-$942K
|
-30,521
|
-22%
|
|
|
21
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$3.35M
|
-$1.51M
|
-48,981
|
-32%
|
|
|
22
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.19M
|
-$24.7K
|
-799
|
-0.8%
|
|
|
23
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$2.87M
|
-$712K
|
-23,089
|
-21%
|
|
|
24
|
|
$2.8M
|
+$702K
|
+22,745
|
+36%
|
|
|
25
|
Hilltop National Bank
Casper,
Wyoming
|
$2.78M
|
+$2.64M
|
+85,415
|
New
|
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