|
1
|
|
$1.25B
|
+$50.5M
|
+1,012,145
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$162M
|
+$23.7M
|
+474,757
|
+17%
|
|
|
3
|
Bramshill Investments
Naples,
Florida
|
$157M
|
+$32.8M
|
+656,947
|
+26%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$142M
|
+$15M
|
+300,671
|
+12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$100M
|
+$42M
|
+842,842
|
+72%
|
|
|
6
|
Blue Trust Inc
Alpharetta,
Georgia
|
$96.9M
|
-$3.55M
|
-71,161
|
-4%
|
|
|
7
|
HighTower Advisors
Chicago,
Illinois
|
$80.7M
|
+$14.6M
|
+292,884
|
+22%
|
|
|
8
|
Wharton Business Group
Malvern,
Pennsylvania
|
$70.7M
|
+$2.52M
|
+50,610
|
+4%
|
|
|
9
|
Avion Wealth
The Woodlands,
Texas
|
$65.3M
|
+$6.78M
|
+135,885
|
+12%
|
|
|
10
|
Kensington Asset Management
Austin,
Texas
|
$55.1M
|
+$45.7M
|
+916,533
|
+485%
|
|
|
11
|
Pacific Center for Financial Services
San Ramon,
California
|
$50.1M
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$34.7M
|
+$6.71M
|
+134,476
|
+24%
|
|
|
13
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$32.6M
|
+$821K
|
+16,465
|
+3%
|
|
|
14
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$28.8M
|
+$28.5M
|
+571,471
|
+8,150%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.3M
|
+$6.8M
|
+136,371
|
+35%
|
|
|
16
|
55 North Private Wealth
Winter Park,
Florida
|
$25.8M
|
+$25.8M
|
+516,915
|
New
|
|
|
17
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$25.3M
|
+$25.4M
|
+508,287
|
New
|
|
|
18
|
Fonville Wealth Management
Richmond,
Virginia
|
$24.1M
|
+$1.76M
|
+35,231
|
+8%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$24M
|
+$2.81M
|
+56,421
|
+13%
|
|
|
20
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$23.9M
|
+$1.65M
|
+33,076
|
+7%
|
|
|
21
|
Raffa Wealth Management
Washington,
District of Columbia
|
$22.7M
|
-$1.59M
|
-31,817
|
-7%
|
|
|
22
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$22.5M
|
+$1.19M
|
+23,928
|
+6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.1M
|
+$6.28M
|
+125,822
|
+39%
|
|
|
24
|
Clarius Group LLC
Seattle,
Washington
|
$20.6M
|
+$5.25M
|
+105,275
|
+34%
|
|
|
25
|
Waverly Advisors
Birmingham,
Alabama
|
$20.4M
|
-$489K
|
-9,796
|
-2%
|
|
