|
1
|
|
$92M
|
+$20.5M
|
+727,030
|
+31%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$52.9M
|
+$23.7M
|
+841,169
|
+93%
|
|
|
3
|
Bogart Wealth LLC
Mclean,
Virginia
|
$23.8M
|
+$2.75M
|
+97,751
|
+14%
|
|
|
4
|
Prism Advisors
Studio City,
California
|
$20.5M
|
-$216K
|
-7,680
|
-1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.4M
|
+$9.77M
|
+346,848
|
+133%
|
|
|
6
|
ALPS Advisors
Denver,
Colorado
|
$17.3M
|
+$18.6K
|
+660
|
+0.1%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.3M
|
+$943K
|
+33,472
|
+7%
|
|
|
8
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$15.6M
|
+$14.5M
|
+513,945
|
New
|
|
|
9
|
Marotta Asset Management
Charlottesville,
Virginia
|
$14.1M
|
+$1.81M
|
+64,302
|
+16%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$13.9M
|
+$2.33M
|
+82,702
|
+22%
|
|
|
11
|
Eastern Bank
Boston,
Massachusetts
|
$13.5M
|
+$319K
|
+11,316
|
+3%
|
|
|
12
|
MA Private Wealth
San Carlos,
California
|
$12.5M
|
+$11.7M
|
+413,766
|
New
|
|
|
13
|
Richard P. Slaughter Associates
Austin,
Texas
|
$11.6M
|
+$905K
|
+32,138
|
+9%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.5M
|
+$1.7M
|
+60,182
|
+19%
|
|
|
15
|
Central Trust Company
Jefferson City,
Missouri
|
$8.87M
|
+$137K
|
+4,862
|
+2%
|
|
|
16
|
Planning Alternatives
Birmingham,
Michigan
|
$8.07M
|
+$129K
|
+4,593
|
+2%
|
|
|
17
|
|
$7.91M
|
+$7.36M
|
+261,337
|
New
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$7.43M
|
-$992K
|
-35,212
|
-13%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.17M
|
+$1.62M
|
+57,567
|
+32%
|
|
|
20
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7M
|
+$6.52M
|
+231,389
|
New
|
|
|
21
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.13M
|
+$215K
|
+7,647
|
+4%
|
|
|
22
|
Systelligence LLC
Bloomington,
Minnesota
|
$6.02M
|
-$1.16K
|
-41
|
-0%
|
|
|
23
|
AlphaCore Capital
La Jolla,
California
|
$5.74M
|
+$423K
|
+15,018
|
+9%
|
|
|
24
|
Kickstand Ventures
Pittsford,
New York
|
$5.27M
|
+$4.46M
|
+158,304
|
+1,005%
|
|
|
25
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$4.82M
|
-$27.8K
|
-988
|
-0.6%
|
|
