|
1
|
Bank of America
Charlotte,
North Carolina
|
$27.8M
|
+$27.5M
|
+357,941
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$20M
|
+$18.3M
|
+238,540
|
+1,215%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.8M
|
+$519K
|
+6,769
|
+5%
|
|
|
4
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$10.4M
|
+$2.23M
|
+29,061
|
+28%
|
|
|
5
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$8.71M
|
+$558K
|
+7,273
|
+7%
|
|
|
6
|
Panoramic Investment Advisors
Denver,
Colorado
|
$7.7M
|
+$491K
|
+6,400
|
+7%
|
|
|
7
|
Fagan Associates
Troy,
New York
|
$7.36M
|
-$100K
|
-1,310
|
-1%
|
|
|
8
|
Landmark Wealth Management (New York)
Melville,
New York
|
$6.52M
|
-$148K
|
-1,923
|
-2%
|
|
|
9
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$6.52M
|
+$3.09M
|
+40,326
|
+90%
|
|
|
10
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$5.49M
|
+$5.43M
|
+70,759
|
New
|
|
|
11
|
CFO4Life Group
Coppell,
Texas
|
$4.15M
|
+$235K
|
+3,067
|
+6%
|
|
|
12
|
Balance Wealth
Delaware,
Ohio
|
$4.05M
|
+$4.01M
|
+52,227
|
New
|
|
|
13
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$4.02M
|
+$73.1K
|
+953
|
+2%
|
|
|
14
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.9M
|
+$269K
|
+3,512
|
+7%
|
|
|
15
|
|
$3.53M
|
+$2.48M
|
+32,372
|
+246%
|
|
|
16
|
Leavell Investment Management
Mobile,
Alabama
|
$3.51M
|
+$1.74M
|
+22,659
|
+100%
|
|
|
17
|
RIA Advisory Group
Des Moines,
Iowa
|
$3.19M
|
+$3.15M
|
+41,123
|
New
|
|
|
18
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.88M
|
+$722K
|
+9,409
|
+34%
|
|
|
19
|
Apexium Financial
Dallas,
Texas
|
$2.13M
|
+$2.1M
|
+27,426
|
New
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$2M
|
+$1.54M
|
+20,138
|
+355%
|
|
|
21
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.87M
|
+$6.29K
|
+82
|
+0.3%
|
|
|
22
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.85M
|
+$390K
|
+5,078
|
+27%
|
|
|
23
|
Investment Advisory Group
Hanover,
Massachusetts
|
$1.64M
|
+$431K
|
+5,624
|
+36%
|
|
|
24
|
Lakewood Asset Management
Naperville,
Illinois
|
$1.35M
|
+$529K
|
+6,891
|
+65%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.01M
|
+$328K
|
+4,281
|
+49%
|
|
