|
1
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$73.6M
|
-$5.27M
|
-163,351
|
-7%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$29.8M
|
-$513K
|
-15,876
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27.3M
|
+$1.32M
|
+40,912
|
+5%
|
|
|
4
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$21.2M
|
+$20.9M
|
+646,122
|
New
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.7M
|
+$126K
|
+3,911
|
+0.6%
|
|
|
6
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$17.8M
|
+$17.4M
|
+539,846
|
New
|
|
|
7
|
|
$17.2M
|
-$1.33M
|
-41,161
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$17.1M
|
+$178K
|
+5,526
|
+1%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$16.1M
|
+$3.63M
|
+112,478
|
+30%
|
|
|
10
|
Ford Financial Group
Fresno,
California
|
$13.3M
|
+$12.6M
|
+388,922
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.2M
|
-$2.72M
|
-84,273
|
-19%
|
|
|
12
|
Jackson Wealth Management
Lake Mary,
Florida
|
$10.3M
|
+$9.74M
|
+301,647
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$6.71M
|
+$149K
|
+4,605
|
+2%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.32M
|
+$3.11M
|
+96,310
|
+101%
|
|
|
15
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$5.53M
|
+$5.41M
|
+167,495
|
New
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.41M
|
+$2.48M
|
+76,920
|
+88%
|
|
|
17
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$5.19M
|
+$5.08M
|
+157,291
|
New
|
|
|
18
|
First National Trust
Hermitage,
Pennsylvania
|
$4.61M
|
+$1.35M
|
+41,745
|
+43%
|
|
|
19
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$3.93M
|
+$3.84M
|
+118,956
|
New
|
|
|
20
|
XR Securities
Chicago,
Illinois
|
$3.26M
|
+$3.19M
|
+98,903
|
New
|
|
|
21
|
IFC Holdings
Tampa,
Florida
|
$2.97M
|
+$21.9K
|
+678
|
+0.8%
|
|
|
22
|
Altium Wealth Management
Purchase,
New York
|
$2.85M
|
+$2.79M
|
+86,283
|
New
|
|
|
23
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.75M
|
+$2.69M
|
+83,289
|
New
|
|
|
24
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.53M
|
+$593K
|
+18,372
|
+32%
|
|
|
25
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2.52M
|
+$621K
|
+19,240
|
+34%
|
|
