|
1
|
|
$31.5M
|
+$2.78M
|
+115,522
|
+10%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$26.7M
|
-$835K
|
-34,682
|
-3%
|
|
|
3
|
Bessemer Group
Woodbridge,
New Jersey
|
$18.8M
|
+$2.05M
|
+85,000
|
+12%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
+$1.24M
|
+51,278
|
+9%
|
|
|
5
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.6M
|
-$204K
|
-8,461
|
-2%
|
|
|
6
|
First Foundation Advisors
Irvine,
California
|
$7.99M
|
+$608K
|
+25,224
|
+8%
|
|
|
7
|
|
$5.99M
|
+$403K
|
+16,730
|
+7%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.77M
|
+$1.74M
|
+72,301
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$1.77M
|
-$1.53M
|
-63,613
|
-47%
|
|
|
10
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.47M
|
+$361K
|
+15,000
|
+33%
|
|
|
11
|
Ronald Blue & Co
Roswell,
Georgia
|
$1.2M
|
+$1.18M
|
+48,940
|
New
|
|
|
12
|
Winfield Associates
Cleveland,
Ohio
|
$773K
|
-$35.5K
|
-1,476
|
-4%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$715K
|
-$93.8K
|
-3,893
|
-12%
|
|
|
14
|
Doliver Advisors
Houston,
Texas
|
$694K
|
+$250K
|
+10,369
|
+58%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$676K
|
+$67K
|
+2,781
|
+11%
|
|
|
16
|
B. Riley Financial
Los Angeles,
California
|
$641K
|
-$9.03K
|
-375
|
-1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$612K
|
-$2.21M
|
-91,769
|
-79%
|
|
|
18
|
Guggenheim Capital
Chicago,
Illinois
|
$593K
|
-$61.9K
|
-2,568
|
-10%
|
|
|
19
|
YorkBridge Wealth Partners
New York
|
$582K
|
+$589K
|
+24,474
|
New
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$571K
|
+$42.4K
|
+1,760
|
+8%
|
|
|
21
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$537K
|
+$527K
|
+21,864
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$325K
|
+$38.8K
|
+1,612
|
+14%
|
|
|
23
|
|
$302K
|
+$4.91K
|
+204
|
+2%
|
|
|
24
|
Garrison Bradford & Associates
New York
|
$294K
|
–
|
–
|
–
|
|
|
25
|
ACG Wealth
Atlanta,
Georgia
|
$286K
|
+$281K
|
+11,666
|
New
|
|
