|
1
|
|
$1.2B
|
+$115M
|
+2,317,449
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$139M
|
+$13.3M
|
+267,386
|
+11%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$127M
|
+$5.79M
|
+116,265
|
+5%
|
|
|
4
|
Bramshill Investments
Naples,
Florida
|
$125M
|
+$2.32M
|
+46,616
|
+2%
|
|
|
5
|
Blue Trust Inc
Alpharetta,
Georgia
|
$101M
|
+$7.87M
|
+157,980
|
+9%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$68.4M
|
+$2.89M
|
+57,905
|
+4%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$66.3M
|
+$12.5M
|
+251,805
|
+23%
|
|
|
8
|
Avion Wealth
The Woodlands,
Texas
|
$58.7M
|
+$1.24M
|
+24,958
|
+2%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$58.4M
|
+$5.93M
|
+118,962
|
+11%
|
|
|
10
|
Pacific Center for Financial Services
San Ramon,
California
|
$50.1M
|
+$1.67M
|
+33,527
|
+3%
|
|
|
11
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$31.9M
|
+$548K
|
+10,988
|
+2%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$28M
|
+$6.88M
|
+138,114
|
+33%
|
|
|
13
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$25.9M
|
-$36.7M
|
-735,533
|
-59%
|
|
|
14
|
David Kennon
Sarasota,
Florida
|
$25.4M
|
-$903K
|
-18,117
|
-3%
|
|
|
15
|
Global Wealth Management
Kingston,
New Jersey
|
$24.5M
|
-$4.07M
|
-81,598
|
-14%
|
|
|
16
|
Raffa Wealth Management
Washington,
District of Columbia
|
$24.3M
|
+$9.41M
|
+188,819
|
+63%
|
|
|
17
|
Fonville Wealth Management
Richmond,
Virginia
|
$22.4M
|
+$1,000K
|
+20,059
|
+5%
|
|
|
18
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$22.4M
|
+$8.05M
|
+161,584
|
+57%
|
|
|
19
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$21.4M
|
+$21.4M
|
+428,467
|
New
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$21.2M
|
+$1.47M
|
+29,570
|
+7%
|
|
|
21
|
Waverly Advisors
Birmingham,
Alabama
|
$20.9M
|
-$380K
|
-7,629
|
-2%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.5M
|
+$3.89M
|
+78,023
|
+25%
|
|
|
23
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$19.2M
|
-$651K
|
-13,060
|
-3%
|
|
|
24
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$18.5M
|
+$18.5M
|
+370,973
|
New
|
|
|
25
|
NKCFO LLC
Geneva,
Illinois
|
$17.5M
|
+$17.4M
|
+349,250
|
New
|
|
