|
1
|
Bank of America
Charlotte,
North Carolina
|
$55.1M
|
+$21M
|
+420,084
|
+61%
|
|
|
2
|
|
$40.1M
|
+$1.05M
|
+21,028
|
+3%
|
|
|
3
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$33.4M
|
+$33.5M
|
+669,620
|
New
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$26.4M
|
+$989K
|
+19,784
|
+4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$24.5M
|
+$14.9M
|
+298,862
|
+155%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.5M
|
+$1.02M
|
+20,308
|
+6%
|
|
|
7
|
Destination Wealth Management
Walnut Creek,
California
|
$16.3M
|
-$873K
|
-17,456
|
-5%
|
|
|
8
|
Lee Financial
Dallas,
Texas
|
$14.3M
|
+$3.51M
|
+70,122
|
+32%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
+$1.72M
|
+34,340
|
+16%
|
|
|
10
|
Northstar Investment Advisors
Denver,
Colorado
|
$10.3M
|
+$1.24M
|
+24,717
|
+21%
|
|
|
11
|
Perella Weinberg Partners Capital Management
New York
|
$9.89M
|
+$9.91M
|
+198,249
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$9.54M
|
+$63.2K
|
+1,264
|
+0.7%
|
|
|
13
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$7.98M
|
+$517K
|
+10,351
|
+7%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.78M
|
+$962K
|
+19,248
|
+14%
|
|
|
15
|
Baker Avenue Asset Management
San Francisco,
California
|
$7.54M
|
+$6.74M
|
+134,780
|
+811%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$7.21M
|
+$2.11M
|
+42,144
|
+41%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$7.06M
|
+$864K
|
+17,284
|
+14%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.74M
|
-$4.32M
|
-86,486
|
-39%
|
|
|
19
|
United Capital Financial Advisors
Irving,
Texas
|
$6.46M
|
-$116K
|
-2,325
|
-2%
|
|
|
20
|
Citizens Business Bank
Ontario,
California
|
$6.21M
|
+$185K
|
+3,708
|
+3%
|
|
|
21
|
|
$5.58M
|
+$2.43M
|
+48,684
|
+77%
|
|
|
22
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.58M
|
-$491K
|
-9,813
|
-8%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$5.05M
|
+$1.4M
|
+27,936
|
+38%
|
|
|
24
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$5M
|
-$927K
|
-18,546
|
-16%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.96M
|
+$4.75M
|
+95,031
|
+2,097%
|
|
