|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$256M
|
-$17.5M
|
-645,901
|
-7%
|
|
|
2
|
|
$60.1M
|
+$18.9M
|
+696,269
|
+49%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$44.7M
|
+$1.95M
|
+71,782
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$37M
|
+$7.94M
|
+292,434
|
+29%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$28M
|
+$15.5M
|
+569,610
|
+136%
|
|
|
6
|
Abound Financial
Granite Bay,
California
|
$26.3M
|
+$8.52M
|
+313,719
|
+51%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$19.3M
|
+$12.1M
|
+445,643
|
+189%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.2M
|
+$1.01M
|
+37,382
|
+7%
|
|
|
9
|
A&I Financial Services
Lone Tree,
Colorado
|
$17M
|
-$19.3K
|
-710
|
-0.1%
|
|
|
10
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$15.5M
|
+$156K
|
+5,740
|
+1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.4M
|
+$3.3M
|
+121,608
|
+35%
|
|
|
12
|
Clarkston Capital Partners
Rochester,
Michigan
|
$11M
|
+$8.2M
|
+302,205
|
+352%
|
|
|
13
|
KWB Wealth
Redlands,
California
|
$10.1M
|
+$9.69M
|
+357,031
|
New
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$10.1M
|
+$492K
|
+18,118
|
+5%
|
|
|
15
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$9.74M
|
+$4.69M
|
+172,831
|
+101%
|
|
|
16
|
Appalachian Capital Management
St Clairsville,
Ohio
|
$8.03M
|
+$7.68M
|
+282,979
|
New
|
|
|
17
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$6.17M
|
+$5.92M
|
+217,884
|
New
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$5.81M
|
+$1.39M
|
+51,018
|
+36%
|
|
|
19
|
NavPoint Financial
Prior Lake,
Minnesota
|
$5.75M
|
+$1.84M
|
+67,921
|
+50%
|
|
|
20
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$5.61M
|
-$184K
|
-6,770
|
-3%
|
|
|
21
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$4.54M
|
+$861K
|
+31,712
|
+25%
|
|
|
22
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$4.37M
|
+$47.9K
|
+1,765
|
+1%
|
|
|
23
|
Cheviot Value Management
Beverly Hills,
California
|
$3.71M
|
+$2.08M
|
+76,760
|
+141%
|
|
|
24
|
DKM Wealth Management
Stockton,
California
|
$3.48M
|
+$359K
|
+13,211
|
+12%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.47M
|
+$2.42M
|
+89,007
|
+266%
|
|
