|
1
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$37.6M
|
+$464K
|
+10,576
|
+1%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$13.1M
|
+$1M
|
+22,892
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$11.5M
|
+$815K
|
+18,572
|
+8%
|
|
|
4
|
|
$10.1M
|
+$492K
|
+11,212
|
+5%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$7.72M
|
+$658K
|
+14,992
|
+9%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$5.64M
|
+$490K
|
+11,164
|
+10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.25M
|
+$5.18M
|
+117,952
|
New
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.47M
|
-$4.28M
|
-97,416
|
-49%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.91M
|
+$486K
|
+11,068
|
+14%
|
|
|
10
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.92M
|
+$2.88M
|
+65,656
|
New
|
|
|
11
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.44M
|
+$1.7M
|
+38,836
|
+243%
|
|
|
12
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.3M
|
+$123K
|
+2,796
|
+6%
|
|
|
13
|
Cetera Advisors
Denver,
Colorado
|
$2.15M
|
-$428K
|
-9,756
|
-17%
|
|
|
14
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.79M
|
+$1.77M
|
+40,296
|
New
|
|
|
15
|
Citizens Business Bank
Ontario,
California
|
$1.47M
|
-$5.44K
|
-124
|
-0.4%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.32M
|
+$9.13K
|
+208
|
+0.7%
|
|
|
17
|
SG Americas Securities
New York
|
$1.09M
|
+$579K
|
+13,200
|
+117%
|
|
|
18
|
New England Securities
New York
|
$948K
|
-$7.9K
|
-180
|
-0.8%
|
|
|
19
|
Atherton Lane Advisers
Menlo Park,
California
|
$943K
|
–
|
–
|
–
|
|
|
20
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$939K
|
+$29.7K
|
+676
|
+3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$760K
|
-$4.44M
|
-101,184
|
-86%
|
|
|
22
|
ProVise Management Group
Clearwater,
Florida
|
$669K
|
+$660K
|
+15,028
|
New
|
|
|
23
|
Atlas Brown
Louisville,
Kentucky
|
$527K
|
+$39K
|
+888
|
+8%
|
|
|
24
|
J.P. Turner & Co Capital Management
Atlanta,
Georgia
|
$475K
|
+$463K
|
+10,560
|
New
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$416K
|
-$26K
|
-592
|
-6%
|
|
