|
1
|
Lido Advisors
Los Angeles,
California
|
USD 1077 M
|
-USD 310 M
|
-15,798,227
|
-22%
|
|
|
2
|
|
USD 201 M
|
-USD 922 k
|
-46,953
|
-0.5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
USD 151 M
|
-USD 10.6 M
|
-541,911
|
-7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
USD 147 M
|
+USD 6.55 M
|
+333,316
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
USD 139 M
|
-USD 3.93 M
|
-200,105
|
-3%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
USD 122 M
|
+USD 3.91 M
|
+199,042
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
USD 113 M
|
+USD 3.18 M
|
+161,792
|
+3%
|
|
|
8
|
|
USD 78.5 M
|
+USD 6.06 M
|
+308,448
|
+8%
|
|
|
9
|
MAI Capital Management
Independence,
Ohio
|
USD 61.8 M
|
+USD 1.91 M
|
+97,031
|
+3%
|
|
|
10
|
SNS Financial Group
Minneapolis,
Minnesota
|
USD 53 M
|
+USD 15.5 M
|
+789,845
|
+41%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 51.4 M
|
+USD 4.51 M
|
+229,507
|
+10%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
USD 42.9 M
|
+USD 7.48 M
|
+380,511
|
+21%
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
USD 42.5 M
|
-USD 725 k
|
-36,889
|
-2%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
USD 36.5 M
|
+USD 14.4 M
|
+733,350
|
+65%
|
|
|
15
|
R.M. Davis Inc
Portland,
Maine
|
USD 35.2 M
|
+USD 1.35 M
|
+68,861
|
+4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 31.5 M
|
+USD 5.73 M
|
+291,689
|
+22%
|
|
|
17
|
MONECO Advisors
Fairfield,
Connecticut
|
USD 28.7 M
|
+USD 1.85 M
|
+94,296
|
+7%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
USD 28.1 M
|
-USD 1.62 M
|
-82,550
|
-5%
|
|
|
19
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
USD 27.8 M
|
+USD 4.55 M
|
+231,359
|
+20%
|
|
|
20
|
Hills Bank & Trust
North Liberty,
Iowa
|
USD 27.3 M
|
-USD 24.7 M
|
-1,259,054
|
-48%
|
|
|
21
|
TLWM Financial
San Antonio,
Texas
|
USD 26.4 M
|
+USD 638 k
|
+32,475
|
+2%
|
|
|
22
|
Clark Asset Management
Stratham,
New Hampshire
|
USD 25.6 M
|
+USD 2.33 M
|
+118,761
|
+10%
|
|
|
23
|
Anchor Investment Management
Columbia,
South Carolina
|
USD 25.2 M
|
+USD 1.03 M
|
+52,683
|
+4%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
USD 23.7 M
|
+USD 5.24 M
|
+266,686
|
+28%
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
USD 23.7 M
|
+USD 18 M
|
+914,574
|
+312%
|
|
