|
1
|
Bank of America
Charlotte,
North Carolina
|
$13.7M
|
+$1.09M
|
+10,488
|
+10%
|
|
|
2
|
CMC Financial Group
Atlanta,
Georgia
|
$13.4M
|
+$12M
|
+116,013
|
New
|
|
|
3
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$10.8M
|
-$91.1K
|
-880
|
-0.9%
|
|
|
4
|
Crestone Asset Management
Boulder,
Colorado
|
$10.6M
|
+$884K
|
+8,544
|
+10%
|
|
|
5
|
Signify Wealth
Saint Louis,
Missouri
|
$7.96M
|
+$7.14M
|
+68,962
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.32M
|
-$6.11K
|
-59
|
-0.1%
|
|
|
7
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$7M
|
+$6.27M
|
+60,565
|
New
|
|
|
8
|
|
$5.63M
|
+$361K
|
+3,489
|
+8%
|
|
|
9
|
|
$5.56M
|
-$102K
|
-988
|
-2%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.08M
|
+$114K
|
+1,098
|
+3%
|
|
|
11
|
WestHill Financial Advisors
San Rafael,
California
|
$4.79M
|
+$4.29M
|
+41,461
|
New
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.46M
|
+$2.53M
|
+24,491
|
+174%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.32M
|
+$2.72M
|
+26,302
|
+237%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.28M
|
-$157K
|
-1,513
|
-4%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$4.27M
|
+$88K
|
+850
|
+2%
|
|
|
16
|
Compass Advisory Group
Melville,
New York
|
$3.39M
|
+$3.04M
|
+29,361
|
New
|
|
|
17
|
Silvercrest Asset Management
New York
|
$3.13M
|
+$967K
|
+9,340
|
+53%
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$3.03M
|
+$275K
|
+2,659
|
+11%
|
|
|
19
|
Miracle Mile Advisors
Los Angeles,
California
|
$2.69M
|
+$56.5K
|
+546
|
+2%
|
|
|
20
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$2.42M
|
-$2.17M
|
-20,967
|
-50%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.23M
|
-$257K
|
-2,484
|
-11%
|
|
|
22
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.1M
|
+$123K
|
+1,187
|
+7%
|
|
|
23
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$2.08M
|
+$1.87M
|
+18,039
|
New
|
|
|
24
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$2.01M
|
+$1.8M
|
+17,404
|
New
|
|
|
25
|
LPL Financial
San Diego,
California
|
$1.99M
|
+$831K
|
+8,029
|
+87%
|
|
