|
1
|
Bank of America
Charlotte,
North Carolina
|
$82M
|
+$8.95M
|
+505,059
|
+12%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$52.3M
|
+$4.12M
|
+232,745
|
+9%
|
|
|
3
|
|
$44.9M
|
-$689K
|
-38,893
|
-2%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$32.6M
|
+$1.49M
|
+84,146
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$30.7M
|
-$272K
|
-15,366
|
-0.9%
|
|
|
6
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$26.9M
|
–
|
–
|
–
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$26M
|
+$1.64M
|
+92,611
|
+7%
|
|
|
8
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$25.6M
|
+$2.88M
|
+162,742
|
+13%
|
|
|
9
|
Wealth Intelligence
Columbus,
Georgia
|
$11M
|
+$11M
|
+623,238
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$7.18M
|
+405,277
|
+193%
|
|
|
11
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$10.5M
|
+$232K
|
+13,115
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.97M
|
+$418K
|
+23,567
|
+4%
|
|
|
13
|
Dougherty & Associates
Spring Hill,
Florida
|
$8.51M
|
+$8.53M
|
+481,609
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.27M
|
-$373K
|
-21,078
|
-4%
|
|
|
15
|
Level Four Advisory Services
Dallas,
Texas
|
$7.05M
|
+$86.2K
|
+4,866
|
+1%
|
|
|
16
|
Carmel Capital Partners
San Diego,
California
|
$6.59M
|
+$1.64M
|
+92,548
|
+33%
|
|
|
17
|
Park Avenue Securities
New York
|
$6.48M
|
-$119K
|
-6,732
|
-2%
|
|
|
18
|
Concurrent Investment Advisors
Tampa,
Florida
|
$5.92M
|
+$36.6K
|
+2,065
|
+0.6%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.8M
|
+$100K
|
+5,672
|
+2%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.78M
|
+$429K
|
+24,205
|
+8%
|
|
|
21
|
Silver Coast Investments
San Diego,
United States
|
$5.18M
|
+$145K
|
+8,192
|
+3%
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$4.87M
|
+$4.09K
|
+231
|
+0.1%
|
|
|
23
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.84M
|
-$280K
|
-15,793
|
-6%
|
|
|
24
|
Investors Research Corp
Atlanta,
Georgia
|
$4.81M
|
+$366K
|
+20,649
|
+8%
|
|
|
25
|
Apella Capital
West Hartford,
Connecticut
|
$4.5M
|
+$4.51M
|
+254,565
|
New
|
|
