|
1
|
Lido Advisors
Los Angeles,
California
|
USD 939 M
|
-USD 107 M
|
-5,485,644
|
-10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
USD 145 M
|
-USD 7.86 M
|
-402,035
|
-5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
USD 116 M
|
-USD 19.2 M
|
-982,991
|
-14%
|
|
|
4
|
|
USD 113 M
|
-USD 3.5 M
|
-179,273
|
-3%
|
|
|
5
|
|
USD 78.6 M
|
+USD 6.43 M
|
+329,268
|
+9%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
USD 74.5 M
|
-USD 5.86 M
|
-300,045
|
-7%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
USD 59.7 M
|
-USD 9.5 M
|
-488,075
|
-14%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
USD 56.3 M
|
+USD 9.01 M
|
+461,147
|
+19%
|
|
|
9
|
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
|
USD 52.4 M
|
+USD 38.8 M
|
+1,983,880
|
+284%
|
|
|
10
|
MAI Capital Management
Independence,
Ohio
|
USD 46.5 M
|
-USD 4.51 M
|
-230,598
|
-9%
|
|
|
11
|
Fusion Family Wealth
Woodbury,
New York
|
USD 46 M
|
+USD 601 k
|
+30,735
|
+1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 36.3 M
|
+USD 2.79 M
|
+142,625
|
+8%
|
|
|
13
|
TLWM Financial
San Antonio,
Texas
|
USD 33.9 M
|
+USD 623 k
|
+31,871
|
+2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 32.5 M
|
-USD 3.36 M
|
-171,909
|
-9%
|
|
|
15
|
SNS Financial Group
Minneapolis,
Minnesota
|
USD 31.5 M
|
+USD 2.13 M
|
+109,178
|
+7%
|
|
|
16
|
Hills Bank & Trust
North Liberty,
Iowa
|
USD 29.3 M
|
-USD 27.8 M
|
-1,423,084
|
-49%
|
|
|
17
|
Brookstone Capital Management
Wheaton,
Illinois
|
USD 28.2 M
|
-USD 1.67 M
|
-85,662
|
-6%
|
|
|
18
|
MONECO Advisors
Fairfield,
Connecticut
|
USD 28 M
|
+USD 1.42 M
|
+72,678
|
+5%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
USD 27.9 M
|
-USD 24 M
|
-1,227,686
|
-46%
|
|
|
20
|
Hudson Capital Management
Ramsey,
New Jersey
|
USD 25.9 M
|
+USD 240 k
|
+12,299
|
+0.9%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 25.9 M
|
-USD 1 M
|
-51,322
|
-4%
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
USD 25.6 M
|
-USD 899 k
|
-46,002
|
-3%
|
|
|
23
|
Clark Asset Management
Stratham,
New Hampshire
|
USD 22.9 M
|
+USD 2.36 M
|
+120,903
|
+11%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
USD 21.8 M
|
+USD 4.07 M
|
+208,357
|
+23%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
USD 20.1 M
|
-USD 21.4 M
|
-1,093,934
|
-52%
|
|
