|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$164M
|
-$7.71M
|
-274,705
|
-5%
|
|
|
2
|
|
$94.6M
|
+$6.77M
|
+241,232
|
+8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$60M
|
+$436K
|
+15,524
|
+0.7%
|
|
|
4
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.3M
|
+$9.6K
|
+342
|
+0%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$29.9M
|
-$3.36M
|
-119,718
|
-10%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$27.3M
|
+$1.82M
|
+64,894
|
+7%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$26.3M
|
+$5.85M
|
+208,552
|
+29%
|
|
|
8
|
Abound Financial
Granite Bay,
California
|
$26.1M
|
-$146K
|
-5,190
|
-0.6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.4M
|
+$2.67M
|
+95,066
|
+14%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.5M
|
-$430K
|
-15,331
|
-2%
|
|
|
11
|
A&I Financial Services
Lone Tree,
Colorado
|
$16.9M
|
+$104K
|
+3,689
|
+0.6%
|
|
|
12
|
KWB Wealth
Redlands,
California
|
$13.7M
|
+$3.67M
|
+130,893
|
+37%
|
|
|
13
|
Steward Partners Investment Advisory
New York
|
$11.4M
|
+$29.6K
|
+1,056
|
+0.3%
|
|
|
14
|
Beam Wealth Advisors
Covington,
Louisiana
|
$10.8M
|
-$624K
|
-22,244
|
-6%
|
|
|
15
|
Appalachian Capital Management
St Clairsville,
Ohio
|
$8.59M
|
+$274K
|
+9,754
|
+3%
|
|
|
16
|
NavPoint Financial
Prior Lake,
Minnesota
|
$8.15M
|
+$1.03M
|
+36,782
|
+15%
|
|
|
17
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$7.33M
|
+$7.3M
|
+260,119
|
New
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$6.42M
|
+$965K
|
+34,382
|
+18%
|
|
|
19
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$6.35M
|
+$1.14M
|
+40,481
|
+22%
|
|
|
20
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$6.29M
|
+$580K
|
+20,679
|
+10%
|
|
|
21
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$5.84M
|
-$353K
|
-12,588
|
-6%
|
|
|
22
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$5.51M
|
+$3.51M
|
+125,013
|
+177%
|
|
|
23
|
Cheviot Value Management
Beverly Hills,
California
|
$5.44M
|
+$614K
|
+21,865
|
+13%
|
|
|
24
|
Jabodon PT Co
Reno,
Nevada
|
$5.43M
|
+$2.84M
|
+101,046
|
+110%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$4.89M
|
+$292K
|
+10,393
|
+6%
|
|
