|
1
|
Homrich & Berg
Atlanta,
Georgia
|
$68.5M
|
+$68.4M
|
+1,341,673
|
New
|
|
|
2
|
TownSquare Capital
Provo,
Utah
|
$50.9M
|
+$50.1M
|
+982,889
|
+7,120%
|
|
|
3
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$38M
|
+$2.41M
|
+47,311
|
+7%
|
|
|
4
|
Palladium Partners
Norfolk,
Virginia
|
$36.2M
|
+$9.86M
|
+193,230
|
+37%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$22.4M
|
+$276K
|
+5,407
|
+1%
|
|
|
6
|
Franklin Resources
San Mateo,
California
|
$17.4M
|
+$2.16M
|
+42,410
|
+14%
|
|
|
7
|
One Capital Management
Westlake Village,
California
|
$16.2M
|
+$16.2M
|
+317,123
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$781K
|
+15,304
|
+6%
|
|
|
9
|
TMD Wealth Management
Scottsdale,
Arizona
|
$13.3M
|
+$13.3M
|
+261,533
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
-$4.65M
|
-91,135
|
-26%
|
|
|
11
|
Klingman & Associates
New York
|
$12.7M
|
+$7.65M
|
+149,940
|
+151%
|
|
|
12
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$12.1M
|
+$12.1M
|
+236,518
|
New
|
|
|
13
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$11.9M
|
+$1.52M
|
+29,738
|
+15%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.4M
|
+$2.84M
|
+55,681
|
+33%
|
|
|
15
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$11.4M
|
+$2.03M
|
+39,800
|
+22%
|
|
|
16
|
Weatherly Asset Management
Del Mar,
California
|
$11.3M
|
+$4.23M
|
+82,873
|
+60%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11M
|
-$256K
|
-5,018
|
-2%
|
|
|
18
|
Covington Capital Management
Los Angeles,
California
|
$10.1M
|
+$3.48M
|
+68,124
|
+53%
|
|
|
19
|
Flow Traders U.S.
New York
|
$9.68M
|
+$6.58M
|
+128,984
|
+212%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.13M
|
-$17.2K
|
-337
|
-0.2%
|
|
|
21
|
TD Capital Management
Memphis,
Tennessee
|
$7.16M
|
+$1.77M
|
+34,657
|
+33%
|
|
|
22
|
Segment Wealth Management
Houston,
Texas
|
$6.97M
|
+$4.77M
|
+93,450
|
+217%
|
|
|
23
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.93M
|
+$6.93M
|
+135,882
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.66M
|
+$1.45M
|
+28,416
|
+28%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$6.52M
|
+$1.46M
|
+28,612
|
+29%
|
|
