|
1
|
Choate Investment Advisors
Boston,
Massachusetts
|
$168M
|
-$82.6M
|
-2,932,101
|
-32%
|
|
|
2
|
|
$86M
|
+$28.2M
|
+999,011
|
+47%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$58.3M
|
+$22.9M
|
+811,569
|
+62%
|
|
|
4
|
Horizon Wealth Management
La Grange,
Illinois
|
$37.5M
|
+$37.8M
|
+1,342,280
|
+7,588%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$32.6M
|
+$5.45M
|
+193,253
|
+20%
|
|
|
6
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.6M
|
+$29.4M
|
+1,044,015
|
+3,458%
|
|
|
7
|
Abound Financial
Granite Bay,
California
|
$25.7M
|
+$96.8K
|
+3,435
|
+0.4%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.9M
|
-$18.9M
|
-670,937
|
-44%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$20M
|
+$1.23M
|
+43,709
|
+6%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.3M
|
+$2.66M
|
+94,394
|
+16%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.5M
|
+$5.6M
|
+198,879
|
+42%
|
|
|
12
|
A&I Financial Services
Lone Tree,
Colorado
|
$16.4M
|
-$139K
|
-4,923
|
-0.8%
|
|
|
13
|
Greater Midwest Financial Group
St. Paul,
Minnesota
|
$14.5M
|
-$514K
|
-18,243
|
-3%
|
|
|
14
|
Beam Wealth Advisors
Covington,
Louisiana
|
$11.1M
|
+$10.6M
|
+377,883
|
+1,431%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$11.1M
|
+$1.31M
|
+46,615
|
+13%
|
|
|
16
|
KWB Wealth
Redlands,
California
|
$10.1M
|
-$43.6K
|
-1,548
|
-0.4%
|
|
|
17
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$9.25M
|
+$9.45M
|
+335,404
|
New
|
|
|
18
|
Appalachian Capital Management
St Clairsville,
Ohio
|
$8.14M
|
+$345K
|
+12,234
|
+4%
|
|
|
19
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$7.13M
|
-$2.4M
|
-85,058
|
-25%
|
|
|
20
|
NavPoint Financial
Prior Lake,
Minnesota
|
$6.96M
|
+$1.41M
|
+49,879
|
+25%
|
|
|
21
|
Alliance Private Wealth
North Reading,
Massachusetts
|
$6.07M
|
+$60.9K
|
+2,161
|
+1%
|
|
|
22
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$5.59M
|
+$139K
|
+4,921
|
+2%
|
|
|
23
|
&Partners
Nashville,
Tennessee
|
$5.33M
|
+$13.8K
|
+488
|
+0.3%
|
|
|
24
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$5.1M
|
+$705K
|
+25,025
|
+16%
|
|
|
25
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$4.78M
|
+$3.4M
|
+120,742
|
+230%
|
|
