|
1
|
|
$58.3M
|
-$15M
|
-207,003
|
-21%
|
|
|
2
|
RFP Financial Group
Atlanta,
Georgia
|
$52.9M
|
+$49.6M
|
+681,736
|
+11,064%
|
|
|
3
|
Berkshire Money Management
Dalton,
Massachusetts
|
$32.2M
|
+$19.9M
|
+274,210
|
+190%
|
|
|
4
|
Presidio Capital Management
San Diego,
California
|
$20.9M
|
+$562K
|
+7,737
|
+3%
|
|
|
5
|
Axxcess Wealth Management
Carlsbad,
California
|
$20.9M
|
+$596K
|
+8,204
|
+3%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$19.1M
|
+$2.69M
|
+37,039
|
+18%
|
|
|
7
|
|
$18.7M
|
+$1.15M
|
+15,820
|
+7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
+$11.7M
|
+160,598
|
+200%
|
|
|
9
|
BNP Paribas Financial Markets
Paris,
France
|
$15.4M
|
+$14.5M
|
+200,000
|
New
|
|
|
10
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$14.4M
|
+$13.6M
|
+186,942
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$13.2M
|
+$3.83M
|
+52,737
|
+44%
|
|
|
12
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$12M
|
+$6.69K
|
+92
|
+0.1%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.08M
|
-$4.96M
|
-68,270
|
-37%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.95M
|
-$54.1K
|
-744
|
-0.8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.31M
|
+$2.75M
|
+37,784
|
+86%
|
|
|
16
|
Ratio Wealth Group
Denver,
Colorado
|
$5.8M
|
+$5.47M
|
+75,293
|
New
|
|
|
17
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.56M
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.29M
|
+$2.52M
|
+34,624
|
+101%
|
|
|
19
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$4.85M
|
-$605K
|
-8,327
|
-12%
|
|
|
20
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$4.83M
|
+$390K
|
+5,368
|
+9%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$4.73M
|
-$36.7K
|
-505
|
-0.8%
|
|
|
22
|
MRA Advisory Group
Parsippany,
New Jersey
|
$3.99M
|
+$3.77M
|
+51,813
|
New
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.6M
|
+$689K
|
+9,485
|
+25%
|
|
|
24
|
Frisch Financial Group
Melville,
New York
|
$3.55M
|
-$15.6K
|
-215
|
-0.5%
|
|
|
25
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.34M
|
+$557K
|
+7,664
|
+21%
|
|
