|
1
|
|
$70M
|
+$33.2M
|
+481,554
|
+100%
|
|
|
2
|
Presidio Capital Management
San Diego,
California
|
$19.1M
|
+$433K
|
+6,275
|
+2%
|
|
|
3
|
Axxcess Wealth Management
Carlsbad,
California
|
$19.1M
|
+$376K
|
+5,441
|
+2%
|
|
|
4
|
|
$16.5M
|
+$5.1M
|
+73,805
|
+48%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.3M
|
+$1.31M
|
+18,964
|
+10%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.5M
|
+$4.81M
|
+69,717
|
+60%
|
|
|
7
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$11.3M
|
-$128K
|
-1,853
|
-1%
|
|
|
8
|
Berkshire Money Management
Dalton,
Massachusetts
|
$10.5M
|
+$9.99M
|
+144,670
|
New
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$8.64M
|
+$6.59M
|
+95,391
|
+401%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.61M
|
+$81.1K
|
+1,174
|
+1%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$5.81M
|
+$3.09M
|
+44,725
|
+126%
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$5.39M
|
+$4.55M
|
+65,941
|
+787%
|
|
|
13
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$5.18M
|
-$40.3K
|
-584
|
-0.8%
|
|
|
14
|
Raymond James Trust
St. Petersburg,
Florida
|
$4.77M
|
+$4.98M
|
+72,169
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.5M
|
-$334K
|
-4,831
|
-7%
|
|
|
16
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$4.16M
|
+$3.53M
|
+51,073
|
+815%
|
|
|
17
|
Frisch Financial Group
Melville,
New York
|
$3.36M
|
+$360K
|
+5,220
|
+13%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.2M
|
-$3.31K
|
-48
|
-0.1%
|
|
|
19
|
Wambolt & Associates
Littleton,
Colorado
|
$2.86M
|
-$47.4K
|
-687
|
-2%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.85M
|
+$2.71M
|
+39,283
|
New
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.7M
|
+$286K
|
+4,136
|
+12%
|
|
|
22
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$2.6M
|
+$619K
|
+8,961
|
+33%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.55M
|
+$976K
|
+14,142
|
+67%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.48M
|
-$559K
|
-8,096
|
-19%
|
|
|
25
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.36M
|
+$2.25M
|
+32,519
|
New
|
|
