|
1
|
|
$97.2M
|
+$42M
|
+542,500
|
+72%
|
|
|
2
|
Berkshire Money Management
Dalton,
Massachusetts
|
$53.9M
|
+$23.4M
|
+302,018
|
+72%
|
|
|
3
|
|
$35.9M
|
+$18.4M
|
+237,477
|
+98%
|
|
|
4
|
RFP Financial Group
Atlanta,
Georgia
|
$28.3M
|
-$23.9M
|
-308,806
|
-45%
|
|
|
5
|
Presidio Capital Management
San Diego,
California
|
$19.4M
|
-$973K
|
-12,568
|
-5%
|
|
|
6
|
Axxcess Wealth Management
Carlsbad,
California
|
$19.2M
|
-$1.11M
|
-14,397
|
-5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$15.2M
|
-$3.47M
|
-44,790
|
-18%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
-$3M
|
-38,759
|
-16%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.8M
|
+$7.99M
|
+103,209
|
+126%
|
|
|
10
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$12.5M
|
+$13M
|
+167,374
|
New
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$12.4M
|
-$488K
|
-6,307
|
-4%
|
|
|
12
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$12.3M
|
+$642K
|
+8,292
|
+5%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$11.8M
|
+$7.44M
|
+96,029
|
+156%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.42M
|
+$620K
|
+8,003
|
+7%
|
|
|
15
|
Ratio Wealth Group
Denver,
Colorado
|
$8.57M
|
+$3.04M
|
+39,265
|
+52%
|
|
|
16
|
|
$6.52M
|
+$6.53M
|
+84,386
|
+3,030%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.17M
|
-$602K
|
-7,773
|
-9%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.1M
|
+$2.69M
|
+34,780
|
+74%
|
|
|
19
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.24M
|
-$162K
|
-2,088
|
-3%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5M
|
-$144K
|
-1,864
|
-3%
|
|
|
21
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$4.41M
|
-$311K
|
-4,011
|
-6%
|
|
|
22
|
MRA Advisory Group
Parsippany,
New Jersey
|
$4.31M
|
+$452K
|
+5,832
|
+11%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.73M
|
+$780K
|
+10,075
|
+25%
|
|
|
24
|
Frisch Financial Group
Melville,
New York
|
$3.5M
|
+$54.6K
|
+705
|
+2%
|
|
|
25
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.42M
|
+$177K
|
+2,290
|
+5%
|
|
