|
1
|
Raymond James Financial
St Petersburg,
Florida
|
$40.9M
|
+$41.2M
|
+1,325,763
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$11.3M
|
+$378K
|
+12,160
|
+3%
|
|
|
3
|
|
$7.85M
|
+$750K
|
+24,144
|
+11%
|
|
|
4
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$7.55M
|
-$25.1K
|
-809
|
-0.3%
|
|
|
5
|
Coppell Advisory Solutions
Coppell,
Texas
|
$7.46M
|
+$342
|
+11
|
+0.1%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$7.04M
|
+$35.4K
|
+1,140
|
+0.5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$5.55M
|
-$84.5K
|
-2,721
|
-1%
|
|
|
8
|
Trilogy Capital
Irvine,
California
|
$5.36M
|
+$5.39M
|
+173,479
|
New
|
|
|
9
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$5.24M
|
+$370K
|
+11,923
|
+8%
|
|
|
10
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.11M
|
+$107K
|
+3,445
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.02M
|
+$79.2K
|
+2,552
|
+2%
|
|
|
12
|
|
$3.72M
|
-$1.77M
|
-57,011
|
-32%
|
|
|
13
|
Purus Wealth Management
Newport Beach,
California
|
$2.76M
|
+$2.35M
|
+75,594
|
+554%
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.75M
|
+$290K
|
+9,341
|
+12%
|
|
|
15
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.65M
|
+$2.67M
|
+85,905
|
New
|
|
|
16
|
Essex Financial Services
Essex,
Connecticut
|
$2.63M
|
-$43.1K
|
-1,388
|
-2%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$2.42M
|
+$217K
|
+6,987
|
+10%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.34M
|
-$247K
|
-7,939
|
-9%
|
|
|
19
|
Novem Group
Rochester,
New York
|
$2.01M
|
+$2.02M
|
+65,200
|
New
|
|
|
20
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.71M
|
-$86K
|
-2,771
|
-5%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$1.67M
|
+$514K
|
+16,541
|
+44%
|
|
|
22
|
Lido Advisors
Los Angeles,
California
|
$1.62M
|
+$424K
|
+13,657
|
+35%
|
|
|
23
|
Wealthfront Advisers
Palo Alto,
California
|
$1.6M
|
+$190K
|
+6,130
|
+13%
|
|
|
24
|
|
$1.51M
|
+$757K
|
+24,380
|
+100%
|
|
|
25
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.35M
|
-$6.27K
|
-202
|
-0.5%
|
|
