|
1
|
Estate Counselors
Thiensville,
Wisconsin
|
$18M
|
+$10.2M
|
+417,950
|
+134%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
+$761K
|
+31,162
|
+7%
|
|
|
3
|
BB&T Securities
Richmond,
Virginia
|
$8.39M
|
+$1.76M
|
+72,063
|
+27%
|
|
|
4
|
|
$7.53M
|
+$612K
|
+25,053
|
+9%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$7.48M
|
+$245K
|
+10,029
|
+3%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$5.89M
|
-$227K
|
-9,290
|
-4%
|
|
|
7
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$5.23M
|
+$682K
|
+27,920
|
+15%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$2.39M
|
+$1.04M
|
+42,750
|
+79%
|
|
|
9
|
Naples Global Advisors
Naples,
Florida
|
$2.2M
|
+$673K
|
+27,550
|
+45%
|
|
|
10
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.96M
|
+$197K
|
+8,058
|
+11%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.51M
|
+$225K
|
+9,196
|
+18%
|
|
|
12
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.47M
|
+$48.8K
|
+2,000
|
+3%
|
|
|
13
|
Eagle Global Advisors
Houston,
Texas
|
$1.29M
|
+$340K
|
+13,927
|
+36%
|
|
|
14
|
Bank of New York Mellon
New York
|
$1.18M
|
-$48.3K
|
-1,980
|
-4%
|
|
|
15
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.06M
|
+$237K
|
+9,712
|
+29%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1M
|
-$15K
|
-615
|
-1%
|
|
|
17
|
First National Corp
Rockland,
Massachusetts
|
$974K
|
+$146K
|
+5,990
|
+18%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$929K
|
+$167K
|
+6,847
|
+22%
|
|
|
19
|
Dean Investment Associates
Beavercreek,
Ohio
|
$869K
|
+$161K
|
+6,600
|
+23%
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$812K
|
-$425K
|
-17,396
|
-35%
|
|
|
21
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$779K
|
–
|
–
|
–
|
|
|
22
|
Snowden Capital Advisors
New York
|
$764K
|
+$229K
|
+9,389
|
+44%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$726K
|
+$169K
|
+6,940
|
+31%
|
|
|
24
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$707K
|
-$75.8K
|
-3,104
|
-10%
|
|
|
25
|
Occidental Asset Management
Burlingame,
California
|
$636K
|
–
|
–
|
–
|
|
