|
1
|
Bank of America
Charlotte,
North Carolina
|
$38.8M
|
+$10.8M
|
+140,369
|
+39%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$26.8M
|
+$6.64M
|
+86,508
|
+34%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$1.88M
|
+24,488
|
+16%
|
|
|
4
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$12.4M
|
+$1.97M
|
+25,699
|
+19%
|
|
|
5
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$9.6M
|
+$3.04M
|
+39,616
|
+47%
|
|
|
6
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$9.14M
|
+$393K
|
+5,124
|
+5%
|
|
|
7
|
|
$9.02M
|
+$5.41M
|
+70,490
|
+155%
|
|
|
8
|
Balance Wealth
Delaware,
Ohio
|
$9.02M
|
+$4.89M
|
+63,748
|
+122%
|
|
|
9
|
Fagan Associates
Troy,
New York
|
$7.34M
|
-$41.1K
|
-535
|
-0.6%
|
|
|
10
|
Landmark Wealth Management (New York)
Melville,
New York
|
$6.39M
|
-$149K
|
-1,937
|
-2%
|
|
|
11
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.93M
|
+$5.85M
|
+76,202
|
New
|
|
|
12
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.8M
|
+$5.72M
|
+74,600
|
New
|
|
|
13
|
Panoramic Investment Advisors
Denver,
Colorado
|
$5.66M
|
-$2.04M
|
-26,603
|
-27%
|
|
|
14
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$5.39M
|
-$113K
|
-1,475
|
-2%
|
|
|
15
|
Apexium Financial
Dallas,
Texas
|
$4.99M
|
+$2.82M
|
+36,762
|
+134%
|
|
|
16
|
Leavell Investment Management
Mobile,
Alabama
|
$4.71M
|
+$1.17M
|
+15,308
|
+34%
|
|
|
17
|
Silver Oak Securities
Jackson,
Tennessee
|
$4.13M
|
+$206K
|
+2,685
|
+5%
|
|
|
18
|
CFO4Life Group
Coppell,
Texas
|
$4.08M
|
-$80.7K
|
-1,052
|
-2%
|
|
|
19
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$3.59M
|
-$432K
|
-5,630
|
-11%
|
|
|
20
|
Integrity Wealth Solutions
Denver,
Colorado
|
$3.39M
|
+$503K
|
+6,553
|
+18%
|
|
|
21
|
Flow Traders U.S.
New York
|
$3M
|
+$2.96M
|
+38,602
|
New
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.98M
|
+$1.94M
|
+25,280
|
+193%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.76M
|
+$751K
|
+9,789
|
+38%
|
|
|
24
|
Triumph Capital Management
Denver,
Colorado
|
$2.27M
|
+$2.24M
|
+29,213
|
New
|
|
|
25
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$2.1M
|
+$221K
|
+2,884
|
+12%
|
|
