|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$259M
|
+$9.96M
|
+379,779
|
+4%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.1M
|
+$1.67M
|
+63,544
|
+5%
|
|
|
3
|
|
$38.1M
|
+$37.3M
|
+1,423,340
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$27.1M
|
+$12.4M
|
+471,832
|
+87%
|
|
|
5
|
Abound Financial
Granite Bay,
California
|
$16.4M
|
+$325K
|
+12,377
|
+2%
|
|
|
6
|
A&I Financial Services
Lone Tree,
Colorado
|
$16M
|
+$155K
|
+5,901
|
+1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.2M
|
+$9.57M
|
+364,746
|
+179%
|
|
|
8
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$14.4M
|
+$14.1M
|
+539,437
|
New
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
+$11M
|
+418,915
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.38M
|
+$5.94M
|
+226,277
|
+182%
|
|
|
11
|
Steward Partners Investment Advisory
New York
|
$9.03M
|
+$1.39M
|
+53,073
|
+19%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$6.32M
|
+$2.13M
|
+81,059
|
+52%
|
|
|
13
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$5.48M
|
+$430K
|
+16,407
|
+9%
|
|
|
14
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$4.57M
|
+$4.48M
|
+170,762
|
New
|
|
|
15
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$4.08M
|
+$362K
|
+13,812
|
+10%
|
|
|
16
|
&Partners
Nashville,
Tennessee
|
$3.85M
|
+$194K
|
+7,384
|
+5%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$3.62M
|
+$3.54M
|
+135,008
|
New
|
|
|
18
|
NavPoint Financial
Prior Lake,
Minnesota
|
$3.61M
|
+$726K
|
+27,667
|
+26%
|
|
|
19
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$3.44M
|
+$391K
|
+14,905
|
+13%
|
|
|
20
|
DKM Wealth Management
Stockton,
California
|
$2.93M
|
+$147K
|
+5,618
|
+5%
|
|
|
21
|
Clarkston Capital Partners
Rochester,
Michigan
|
$2.3M
|
+$2.25M
|
+85,925
|
New
|
|
|
22
|
Horizon Wealth Management
La Grange,
Illinois
|
$2.2M
|
-$36.3M
|
-1,384,534
|
-94%
|
|
|
23
|
Integrity Alliance
Urbandale,
Iowa
|
$2.12M
|
+$163K
|
+6,226
|
+9%
|
|
|
24
|
IFP Advisors
Tampa,
Florida
|
$2.1M
|
+$638K
|
+24,311
|
+45%
|
|
|
25
|
Well Done LLC
Holland,
Michigan
|
$1.9M
|
–
|
–
|
–
|
|
