|
1
|
Independent Family Office
Albany,
New York
|
$93.2M
|
+$6.97M
|
+228,713
|
+1,252%
|
|
|
2
|
Miracle Mile Advisors
Los Angeles,
California
|
$43.5M
|
+$47.4M
|
+1,555,009
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.4M
|
-$937K
|
-30,737
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$22.4M
|
+$20.1M
|
+658,054
|
+461%
|
|
|
5
|
D.A. Davidson & Co
Great Falls,
Montana
|
$22.3M
|
+$547K
|
+17,954
|
+2%
|
|
|
6
|
|
$20.8M
|
+$11.4M
|
+372,740
|
+101%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$17.6M
|
+$6.52M
|
+213,987
|
+52%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$16.4M
|
+$11.2M
|
+368,348
|
+169%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$15.7M
|
+$1.35M
|
+44,177
|
+9%
|
|
|
10
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$12.2M
|
-$602K
|
-19,756
|
-4%
|
|
|
11
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$11.2M
|
+$3.89M
|
+127,754
|
+47%
|
|
|
12
|
Banco Santander
Madrid,
Spain
|
$10.9M
|
–
|
–
|
–
|
|
|
13
|
Hantz Financial Services
Southfield,
Michigan
|
$9.93M
|
+$6.25M
|
+205,005
|
+137%
|
|
|
14
|
Corrigan Financial
Middletown,
Rhode Island
|
$7.61M
|
-$238K
|
-7,798
|
-3%
|
|
|
15
|
Karp Capital Management
Sausalito,
California
|
$7.59M
|
+$5.93M
|
+194,473
|
+252%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$7.46M
|
+$7.26M
|
+238,130
|
+840%
|
|
|
17
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$5.85M
|
+$6.37M
|
+209,080
|
New
|
|
|
18
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$5.67M
|
+$6.41M
|
+210,102
|
New
|
|
|
19
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.07M
|
+$923K
|
+30,260
|
+20%
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
$4.28M
|
+$273K
|
+8,942
|
+6%
|
|
|
21
|
Harbor Group
Bedford,
New Hampshire
|
$4.03M
|
+$2.19K
|
+72
|
+0%
|
|
|
22
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.02M
|
+$2.41M
|
+79,191
|
+132%
|
|
|
23
|
American Portfolios Advisors
Holbrook,
New York
|
$3.96M
|
-$346K
|
-11,335
|
-7%
|
|
|
24
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.88M
|
+$167K
|
+5,466
|
+4%
|
|
|
25
|
DeDora Capital
Napa,
California
|
$3.5M
|
+$3.81M
|
+125,074
|
New
|
|
