|
1
|
Bank of America
Charlotte,
North Carolina
|
$20M
|
+$1.08M
|
+26,603
|
+6%
|
|
|
2
|
Eastern Bank
Boston,
Massachusetts
|
$16.1M
|
+$4.72M
|
+115,749
|
+44%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.8M
|
+$545K
|
+13,372
|
+4%
|
|
|
4
|
Bailard
Foster City,
California
|
$8.71M
|
+$237K
|
+5,811
|
+3%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$8.14M
|
+$1.22M
|
+29,910
|
+18%
|
|
|
6
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$6.17M
|
+$168K
|
+4,122
|
+3%
|
|
|
7
|
World Investment Advisors
Santa Barbara,
California
|
$5.88M
|
+$5.67M
|
+139,072
|
New
|
|
|
8
|
Shira Ridge Wealth Management
Larkspur,
California
|
$5.01M
|
-$373K
|
-9,151
|
-7%
|
|
|
9
|
Franklin Resources
San Mateo,
California
|
$3.96M
|
–
|
–
|
–
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.87M
|
-$6.4M
|
-156,923
|
-63%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$3.77M
|
+$773K
|
+18,967
|
+27%
|
|
|
12
|
|
$3.57M
|
+$1.52M
|
+37,160
|
+78%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.16M
|
-$189K
|
-4,645
|
-6%
|
|
|
14
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3M
|
+$194K
|
+4,762
|
+7%
|
|
|
15
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.93M
|
+$924K
|
+22,666
|
+49%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$2.45M
|
+$89.5K
|
+2,196
|
+4%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$2.26M
|
–
|
–
|
–
|
|
|
18
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$2.04M
|
+$1.5M
|
+36,877
|
+324%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$1.93M
|
+$522K
|
+12,804
|
+39%
|
|
|
20
|
DOHJ LLC
Seattle,
Washington
|
$1.92M
|
+$125K
|
+3,060
|
+7%
|
|
|
21
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.89M
|
+$20.7K
|
+508
|
+1%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$1.61M
|
+$1.55M
|
+38,067
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.56M
|
-$7.46K
|
-183
|
-0.5%
|
|
|
24
|
RVW Wealth
Los Angeles,
California
|
$1.55M
|
-$81.4K
|
-1,996
|
-5%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$1.44M
|
-$133K
|
-3,255
|
-9%
|
|
