|
1
|
|
USD 193 M
|
+USD 7.54 M
|
+369,392
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
USD 164 M
|
+USD 8.5 M
|
+416,628
|
+5%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
USD 157 M
|
-USD 3.39 M
|
-166,180
|
-2%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
USD 135 M
|
+USD 8.79 M
|
+430,782
|
+7%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
USD 95.9 M
|
-USD 2.05 M
|
-100,480
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
USD 95.1 M
|
+USD 4.18 M
|
+205,009
|
+5%
|
|
|
7
|
Waverly Advisors
Birmingham,
Alabama
|
USD 94.4 M
|
+USD 94.1 M
|
+4,608,994
|
+16,298%
|
|
|
8
|
Lido Advisors
Los Angeles,
California
|
USD 92.9 M
|
-USD 7.33 M
|
-359,205
|
-7%
|
|
|
9
|
|
USD 78 M
|
+USD 6.08 M
|
+298,037
|
+8%
|
|
|
10
|
Clearstead Advisors
Cleveland,
Ohio
|
USD 66.7 M
|
+USD 402 k
|
+19,713
|
+0.6%
|
|
|
11
|
MAI Capital Management
Independence,
Ohio
|
USD 50.3 M
|
+USD 3.31 M
|
+161,926
|
+7%
|
|
|
12
|
SNS Financial Group
Minneapolis,
Minnesota
|
USD 50 M
|
+USD 15.4 M
|
+754,584
|
+44%
|
|
|
13
|
Fusion Family Wealth
Woodbury,
New York
|
USD 46.6 M
|
+USD 840 k
|
+41,158
|
+2%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 46.5 M
|
+USD 3.42 M
|
+167,634
|
+8%
|
|
|
15
|
TLWM Financial
San Antonio,
Texas
|
USD 33.6 M
|
+USD 615 k
|
+30,106
|
+2%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
USD 29 M
|
+USD 6.03 M
|
+295,247
|
+26%
|
|
|
17
|
R.M. Davis Inc
Portland,
Maine
|
USD 28.4 M
|
+USD 1.97 M
|
+96,328
|
+7%
|
|
|
18
|
MONECO Advisors
Fairfield,
Connecticut
|
USD 27.8 M
|
+USD 2.3 M
|
+112,738
|
+9%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
USD 27.6 M
|
+USD 2.24 M
|
+109,888
|
+9%
|
|
|
20
|
Brookstone Capital Management
Wheaton,
Illinois
|
USD 27.5 M
|
-USD 1.47 M
|
-71,929
|
-5%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 26.4 M
|
+USD 2.34 M
|
+114,447
|
+10%
|
|
|
22
|
Clark Asset Management
Stratham,
New Hampshire
|
USD 25.7 M
|
+USD 3.06 M
|
+150,007
|
+14%
|
|
|
23
|
Hills Bank & Trust
North Liberty,
Iowa
|
USD 25.5 M
|
-USD 25.1 M
|
-1,230,333
|
-50%
|
|
|
24
|
Anchor Investment Management
Columbia,
South Carolina
|
USD 25.2 M
|
+USD 1.7 M
|
+83,212
|
+7%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 24.8 M
|
+USD 383 k
|
+18,745
|
+2%
|
|
