|
1
|
Bank of America
Charlotte,
North Carolina
|
$31.6M
|
+$1.44M
|
+48,104
|
+5%
|
|
|
2
|
Ford Financial Group
Fresno,
California
|
$20.5M
|
+$19.6M
|
+654,027
|
New
|
|
|
3
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$17.7M
|
+$17.3M
|
+577,441
|
New
|
|
|
4
|
|
$14.3M
|
+$851K
|
+28,427
|
+6%
|
|
|
5
|
Lutz Financial Services
Omaha,
Nebraska
|
$13.6M
|
+$13.3M
|
+443,755
|
New
|
|
|
6
|
Jackson Wealth Management
Lake Mary,
Florida
|
$9.56M
|
+$9.12M
|
+304,904
|
New
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.59M
|
+$8.38M
|
+280,115
|
New
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.14M
|
+$377K
|
+12,613
|
+5%
|
|
|
9
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.21M
|
+$4.22M
|
+140,853
|
+229%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.18M
|
+$264K
|
+8,811
|
+5%
|
|
|
11
|
United Capital Financial Advisors
Irving,
Texas
|
$6.11M
|
+$993K
|
+33,169
|
+20%
|
|
|
12
|
Suntrust Banks
Atlanta,
Georgia
|
$5.84M
|
+$216K
|
+7,218
|
+17%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.65M
|
+$568K
|
+18,987
|
+12%
|
|
|
14
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$5.18M
|
+$5.05M
|
+168,764
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$4.28M
|
+$1.02M
|
+34,164
|
+32%
|
|
|
16
|
First National Trust
Hermitage,
Pennsylvania
|
$4.07M
|
+$1.51M
|
+50,610
|
+62%
|
|
|
17
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$3.43M
|
+$3.34M
|
+111,738
|
New
|
|
|
18
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.31M
|
+$3.23M
|
+107,994
|
New
|
|
|
19
|
Altium Wealth Management
Purchase,
New York
|
$2.97M
|
+$2.89M
|
+96,667
|
New
|
|
|
20
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$2.92M
|
+$2.84M
|
+95,062
|
New
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.89M
|
-$126K
|
-4,217
|
-4%
|
|
|
22
|
|
$2.83M
|
+$541K
|
+18,082
|
+24%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.65M
|
+$1.58M
|
+52,797
|
+157%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$2.62M
|
+$2.55M
|
+85,262
|
New
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$2.52M
|
+$320K
|
+10,684
|
+15%
|
|
