|
1
|
Estate Counselors
Thiensville,
Wisconsin
|
$17.7M
|
-$121K
|
-4,795
|
-0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$12.4M
|
+$589K
|
+23,413
|
+5%
|
|
|
3
|
BB&T Securities
Richmond,
Virginia
|
$9.46M
|
+$859K
|
+34,150
|
+10%
|
|
|
4
|
|
$8.54M
|
+$332K
|
+13,185
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$7.75M
|
+$426K
|
+16,920
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.55M
|
+$1.27M
|
+50,621
|
+20%
|
|
|
7
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$5.87M
|
+$235K
|
+9,327
|
+4%
|
|
|
8
|
Tortoise Investment Management
White Plains,
New York
|
$4.02M
|
+$1.02M
|
+40,733
|
+34%
|
|
|
9
|
Naples Global Advisors
Naples,
Florida
|
$2.96M
|
+$426K
|
+16,930
|
+17%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.82M
|
+$353K
|
+14,042
|
+14%
|
|
|
11
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.16M
|
+$81K
|
+3,221
|
+4%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.13M
|
+$1.07M
|
+42,356
|
+100%
|
|
|
13
|
Eagle Global Advisors
Houston,
Texas
|
$1.9M
|
+$250K
|
+9,917
|
+15%
|
|
|
14
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.31M
|
-$81.1K
|
-3,223
|
-6%
|
|
|
15
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.25M
|
+$142K
|
+5,646
|
+13%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M
|
+$166K
|
+6,589
|
+16%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$1.17M
|
+$123K
|
+4,888
|
+12%
|
|
|
18
|
First National Corp
Rockland,
Massachusetts
|
$1.15M
|
+$135K
|
+5,385
|
+13%
|
|
|
19
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.12M
|
+$299K
|
+11,864
|
+36%
|
|
|
20
|
Bank of New York Mellon
New York
|
$956K
|
-$143K
|
-5,690
|
-13%
|
|
|
21
|
Bay Colony Advisors
Concord,
Massachusetts
|
$916K
|
+$47.9K
|
+1,902
|
+6%
|
|
|
22
|
Lake Street Private Wealth
Chicago,
Illinois
|
$900K
|
+$899K
|
+35,729
|
New
|
|
|
23
|
Dean Investment Associates
Beavercreek,
Ohio
|
$886K
|
–
|
–
|
–
|
|
|
24
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$871K
|
+$870K
|
+34,576
|
New
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$867K
|
+$154K
|
+6,119
|
+22%
|
|
