|
1
|
Bank of America
Charlotte,
North Carolina
|
$63.9M
|
+$24.5M
|
+314,849
|
+63%
|
|
|
2
|
WNY Asset Management
Williamsville,
New York
|
$37M
|
+$36.7M
|
+470,969
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$34.8M
|
+$7.6M
|
+97,626
|
+28%
|
|
|
4
|
Summit Financial
Parsippany,
New Jersey
|
$17.6M
|
+$17.4M
|
+224,064
|
New
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
+$857K
|
+11,008
|
+6%
|
|
|
6
|
Balance Wealth
Delaware,
Ohio
|
$14.4M
|
+$5.24M
|
+67,276
|
+58%
|
|
|
7
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$13.5M
|
+$946K
|
+12,157
|
+8%
|
|
|
8
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$12.7M
|
+$2.91M
|
+37,390
|
+30%
|
|
|
9
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$12M
|
+$11.9M
|
+152,821
|
New
|
|
|
10
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$9.6M
|
+$367K
|
+4,709
|
+4%
|
|
|
11
|
Fagan Associates
Troy,
New York
|
$7.38M
|
-$36.4K
|
-468
|
-0.5%
|
|
|
12
|
Leavell Investment Management
Mobile,
Alabama
|
$6.8M
|
+$2.02M
|
+25,966
|
+43%
|
|
|
13
|
Landmark Wealth Management (New York)
Melville,
New York
|
$6.77M
|
+$314K
|
+4,038
|
+5%
|
|
|
14
|
Panoramic Investment Advisors
Denver,
Colorado
|
$6.11M
|
+$389K
|
+4,999
|
+7%
|
|
|
15
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.08M
|
+$213K
|
+2,733
|
+4%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.06M
|
+$3.01M
|
+38,714
|
+101%
|
|
|
17
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$5.32M
|
-$127K
|
-1,627
|
-2%
|
|
|
18
|
Apexium Financial
Dallas,
Texas
|
$5.27M
|
+$218K
|
+2,803
|
+4%
|
|
|
19
|
Integrity Wealth Solutions
Denver,
Colorado
|
$4.91M
|
+$1.46M
|
+18,785
|
+43%
|
|
|
20
|
PFG Private Wealth Management
Lutz,
Florida
|
$4.91M
|
+$4.86M
|
+62,410
|
New
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.45M
|
+$1.65M
|
+21,136
|
+59%
|
|
|
22
|
CFO4Life Group
Coppell,
Texas
|
$4.33M
|
+$207K
|
+2,655
|
+5%
|
|
|
23
|
Silver Oak Securities
Jackson,
Tennessee
|
$3.65M
|
-$517K
|
-6,641
|
-13%
|
|
|
24
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$3.65M
|
+$18.1K
|
+232
|
+0.5%
|
|
|
25
|
RIA Advisory Group
Des Moines,
Iowa
|
$3.39M
|
+$3.36M
|
+43,147
|
New
|
|
