|
1
|
Bank of America
Charlotte,
North Carolina
|
$120M
|
+$97.3M
|
+3,881,328
|
+422%
|
|
|
2
|
Merit Financial Group
Alpharetta,
Georgia
|
$64.5M
|
+$64.5M
|
+2,570,773
|
New
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$55.8M
|
+$55.8M
|
+2,226,417
|
New
|
|
|
4
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$48.2M
|
+$48.2M
|
+1,920,634
|
New
|
|
|
5
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$32.7M
|
+$32.7M
|
+1,305,337
|
New
|
|
|
6
|
|
$27.9M
|
+$27.9M
|
+1,114,200
|
New
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20M
|
+$12.2M
|
+487,867
|
+158%
|
|
|
8
|
Wealthquest
Cincinnati,
Ohio
|
$17.7M
|
+$17.7M
|
+705,469
|
New
|
|
|
9
|
CWH Capital Management
Spokane,
Washington
|
$16.9M
|
+$16M
|
+636,165
|
+1,687%
|
|
|
10
|
|
$16.3M
|
+$16.3M
|
+648,300
|
New
|
|
|
11
|
Capital Planning Advisors
Roseville,
California
|
$14.1M
|
+$14.1M
|
+560,551
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$13.8M
|
+$13.8M
|
+550,285
|
New
|
|
|
13
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$10.3M
|
-$981K
|
-39,096
|
-9%
|
|
|
14
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$9.8M
|
+$2.26M
|
+90,054
|
+30%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$8.93M
|
+$6.54M
|
+260,802
|
+274%
|
|
|
16
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$7.89M
|
+$7.89M
|
+314,658
|
New
|
|
|
17
|
Jackson Wealth Management
Lake Mary,
Florida
|
$7.85M
|
+$7.85M
|
+313,110
|
New
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.71M
|
+$5.79M
|
+231,046
|
+634%
|
|
|
19
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$6.54M
|
+$3.44M
|
+137,346
|
+111%
|
|
|
20
|
Venturi Wealth Management
Austin,
Texas
|
$6.09M
|
+$4.76M
|
+189,676
|
+357%
|
|
|
21
|
Bank of New York Mellon
New York
|
$6.08M
|
-$497K
|
-19,800
|
-8%
|
|
|
22
|
D. Scott Neal
Lexington,
Kentucky
|
$5.96M
|
+$5.96M
|
+237,694
|
New
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.83M
|
+$5.83M
|
+232,508
|
New
|
|
|
24
|
Relative Value Partners Group
|
$5.78M
|
+$205K
|
+8,187
|
+4%
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.26M
|
+$4.87M
|
+194,142
|
+1,258%
|
|
