|
1
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.7M
|
+$1.63M
|
+47,554
|
+18%
|
|
|
2
|
Bailard
Foster City,
California
|
$7.37M
|
-$82.4K
|
-2,397
|
-1%
|
|
|
3
|
Shira Ridge Wealth Management
Larkspur,
California
|
$4.95M
|
-$52.3K
|
-1,523
|
-1%
|
|
|
4
|
Eastern Bank
Boston,
Massachusetts
|
$4.9M
|
+$73.2K
|
+2,131
|
+2%
|
|
|
5
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$4.55M
|
+$672K
|
+19,554
|
+19%
|
|
|
6
|
Franklin Resources
San Mateo,
California
|
$3.03M
|
+$1.13M
|
+32,935
|
+69%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$2.68M
|
+$678K
|
+19,741
|
+39%
|
|
|
8
|
RVW Wealth
Los Angeles,
California
|
$2.45M
|
-$1.1M
|
-31,990
|
-33%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.22M
|
+$723K
|
+21,044
|
+56%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.08M
|
+$920K
|
+26,777
|
+95%
|
|
|
11
|
WrapManager Inc
Mill Valley,
California
|
$1.98M
|
+$1.81M
|
+52,519
|
New
|
|
|
12
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.94M
|
+$90.2K
|
+2,624
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$1.71M
|
+$841K
|
+24,477
|
+118%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$1.65M
|
+$200K
|
+5,823
|
+15%
|
|
|
15
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.63M
|
+$298K
|
+8,680
|
+25%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.57M
|
-$494K
|
-14,364
|
-26%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.53M
|
-$144K
|
-4,186
|
-9%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$1.51M
|
+$12.9K
|
+376
|
+0.9%
|
|
|
19
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.41M
|
+$13.5K
|
+392
|
+1%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$1.26M
|
+$13.3K
|
+387
|
+1%
|
|
|
21
|
Gould Asset Management
Claremont,
California
|
$1.2M
|
+$130K
|
+3,780
|
+13%
|
|
|
22
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.18M
|
–
|
–
|
–
|
|
|
23
|
DOHJ LLC
Seattle,
Washington
|
$1.17M
|
+$584K
|
+16,984
|
+122%
|
|
|
24
|
|
$1.16M
|
–
|
–
|
–
|
|
|
25
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.09M
|
+$994K
|
+28,933
|
New
|
|
