|
1
|
Bank of America
Charlotte,
North Carolina
|
$94.6M
|
+$25.9M
|
+876,371
|
+37%
|
|
|
2
|
|
$51.1M
|
-$21M
|
-710,237
|
-29%
|
|
|
3
|
|
$39.2M
|
+$8.12M
|
+275,177
|
+25%
|
|
|
4
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$26.3M
|
+$26.9M
|
+911,657
|
New
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$19.9M
|
+$16.6M
|
+560,898
|
+443%
|
|
|
6
|
Foster & Motley
Cincinnati,
Ohio
|
$19.1M
|
+$13.9M
|
+470,150
|
+244%
|
|
|
7
|
Berman Capital Advisors
Atlanta,
Georgia
|
$18.6M
|
+$19M
|
+642,456
|
New
|
|
|
8
|
RPTC Inc
Jackson,
Wyoming
|
$17.1M
|
+$9.13M
|
+309,233
|
+109%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.1M
|
+$5.07M
|
+171,939
|
+61%
|
|
|
10
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$12.5M
|
+$1.89M
|
+64,136
|
+17%
|
|
|
11
|
Colony Group
Boston,
Massachusetts
|
$7.96M
|
+$31.7K
|
+1,075
|
+0.4%
|
|
|
12
|
|
$7.74M
|
+$5.76M
|
+195,151
|
+269%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$7.06M
|
+$6.32M
|
+214,323
|
+712%
|
|
|
14
|
Cribstone Capital Management
Augusta,
Maine
|
$6.39M
|
+$138K
|
+4,664
|
+2%
|
|
|
15
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$6.34M
|
+$6.48M
|
+219,443
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.85M
|
+$4.98M
|
+168,857
|
+502%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.84M
|
+$3.3M
|
+111,854
|
+124%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$5.53M
|
+$3.75M
|
+126,912
|
+197%
|
|
|
19
|
|
$4.94M
|
+$2.38M
|
+80,812
|
+88%
|
|
|
20
|
Snowden Capital Advisors
New York
|
$4.33M
|
+$4.42M
|
+149,805
|
New
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$3.74M
|
+$143K
|
+4,846
|
+4%
|
|
|
22
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.5M
|
-$833K
|
-28,229
|
-19%
|
|
|
23
|
Venturi Wealth Management
Austin,
Texas
|
$3.38M
|
+$285K
|
+9,655
|
+9%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.25M
|
+$2.47M
|
+83,747
|
+290%
|
|
|
25
|
Well Done LLC
Holland,
Michigan
|
$2.56M
|
+$2.62M
|
+88,777
|
New
|
|
