|
1
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$36.8M
|
-$152K
|
-3,544
|
-0.4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$15.7M
|
-$270K
|
-6,304
|
-2%
|
|
|
3
|
|
$7.76M
|
+$641K
|
+14,996
|
+9%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.39M
|
+$1.11M
|
+25,952
|
+19%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$7.26M
|
-$1.27M
|
-29,716
|
-15%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$6.41M
|
+$1.12M
|
+26,096
|
+22%
|
|
|
7
|
|
$6.4M
|
+$832K
|
+19,444
|
+16%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$4.5M
|
+$178K
|
+4,156
|
+4%
|
|
|
9
|
Noven Financial Group
Denver,
Colorado
|
$3.88M
|
+$3.71M
|
+86,652
|
New
|
|
|
10
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.67M
|
+$3.51M
|
+82,112
|
New
|
|
|
11
|
SG Americas Securities
New York
|
$3.47M
|
+$1.08M
|
+25,316
|
+48%
|
|
|
12
|
Cetera Advisors
Denver,
Colorado
|
$2.31M
|
+$133K
|
+3,104
|
+6%
|
|
|
13
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.73M
|
–
|
–
|
–
|
|
|
14
|
Citizens Business Bank
Ontario,
California
|
$1.7M
|
-$67.6K
|
-1,580
|
-4%
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$988K
|
-$52K
|
-1,216
|
-5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$886K
|
+$237K
|
+5,548
|
+39%
|
|
|
17
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$869K
|
-$133K
|
-3,104
|
-14%
|
|
|
18
|
New England Securities
New York
|
$741K
|
+$180K
|
+4,204
|
+34%
|
|
|
19
|
EP Wealth Advisors
Torrance,
California
|
$673K
|
-$160K
|
-3,736
|
-20%
|
|
|
20
|
Freedom Investment Management
Hartford,
Connecticut
|
$508K
|
+$9.07K
|
+212
|
+2%
|
|
|
21
|
MSI Financial Services
Springfield,
Massachusetts
|
$334K
|
+$50.6K
|
+1,184
|
+19%
|
|
|
22
|
IMS Capital Management
Portland,
Oregon
|
$253K
|
+$5.13K
|
+120
|
+2%
|
|
|
23
|
SouthState Corp
Winter Haven,
Florida
|
$211K
|
-$25.7K
|
-600
|
-11%
|
|
|
24
|
New England Asset Management
Farmington,
Connecticut
|
$167K
|
+$31.6K
|
+740
|
+25%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$114K
|
-$52.7K
|
-1,232
|
-33%
|
|
