|
1
|
Bank of America
Charlotte,
North Carolina
|
$30M
|
+$1.7M
|
+36,320
|
+6%
|
|
|
2
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$26.3M
|
-$1.3M
|
-27,692
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$22M
|
+$323K
|
+6,896
|
+2%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$13.3M
|
-$223K
|
-4,752
|
-2%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$10M
|
+$5.48M
|
+116,932
|
+126%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.71M
|
-$51.4K
|
-1,096
|
-0.5%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$9.64M
|
+$606K
|
+12,920
|
+7%
|
|
|
8
|
|
$9.39M
|
+$3.47M
|
+74,104
|
+61%
|
|
|
9
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$8.85M
|
+$8.68M
|
+185,152
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$8.25M
|
+$643K
|
+13,724
|
+9%
|
|
|
11
|
Krilogy Financial
St. Louis,
Missouri
|
$8.19M
|
+$1.41M
|
+30,136
|
+21%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.38M
|
+$5.41M
|
+115,364
|
+296%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.56M
|
+$1.25M
|
+26,736
|
+24%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.58M
|
-$15.4K
|
-328
|
-0.3%
|
|
|
15
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4.4M
|
+$1.15M
|
+24,592
|
+36%
|
|
|
16
|
|
$4.28M
|
+$3.45M
|
+73,644
|
+461%
|
|
|
17
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$4.21M
|
-$236K
|
-5,036
|
-5%
|
|
|
18
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$3.31M
|
+$1.43M
|
+30,576
|
+79%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$3.12M
|
+$858K
|
+18,312
|
+39%
|
|
|
20
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.76M
|
+$139K
|
+2,968
|
+5%
|
|
|
21
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.56M
|
+$606K
|
+12,920
|
+32%
|
|
|
22
|
10-15 Associates
Goshen,
New York
|
$2.48M
|
-$26.3K
|
-560
|
-1%
|
|
|
23
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.43M
|
-$277K
|
-5,900
|
-10%
|
|
|
24
|
GHP Investment Advisors
Denver,
Colorado
|
$2.37M
|
+$275K
|
+5,856
|
+13%
|
|
|
25
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.75M
|
+$15K
|
+320
|
+0.9%
|
|
