|
1
|
|
USD 178 M
|
+USD 12.3 M
|
+659,715
|
+7%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
USD 128 M
|
+USD 348 k
|
+18,681
|
+0.3%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
USD 108 M
|
-USD 9.7 M
|
-521,746
|
-8%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
USD 101 M
|
+USD 13.7 M
|
+733,369
|
+16%
|
|
|
5
|
LPL Financial
San Diego,
California
|
USD 101 M
|
+USD 12.4 M
|
+667,322
|
+14%
|
|
|
6
|
Clearstead Advisors
Cleveland,
Ohio
|
USD 68.1 M
|
+USD 997 k
|
+53,530
|
+1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
USD 67.9 M
|
+USD 3.18 M
|
+170,758
|
+5%
|
|
|
8
|
|
USD 66.9 M
|
+USD 7.88 M
|
+422,629
|
+13%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
USD 51.8 M
|
+USD 4.05 M
|
+217,489
|
+8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 51.1 M
|
+USD 5.68 M
|
+304,726
|
+12%
|
|
|
11
|
Avior Wealth Management
Omaha,
Nebraska
|
USD 43.8 M
|
-USD 4.51 M
|
-242,238
|
-9%
|
|
|
12
|
MAI Capital Management
Independence,
Ohio
|
USD 42.6 M
|
+USD 1.11 M
|
+59,606
|
+3%
|
|
|
13
|
Manchester Financial
Westlake Village,
California
|
USD 42.3 M
|
+USD 758 k
|
+40,652
|
+2%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 42.3 M
|
+USD 2.76 M
|
+147,973
|
+7%
|
|
|
15
|
TLWM Financial
San Antonio,
Texas
|
USD 29.7 M
|
+USD 618 k
|
+33,179
|
+2%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
USD 29.2 M
|
+USD 364 k
|
+19,526
|
+1%
|
|
|
17
|
RiverFront Investment Group
Richmond,
Virginia
|
USD 27.4 M
|
+USD 1.82 M
|
+97,420
|
+7%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
USD 27.1 M
|
+USD 150 k
|
+8,045
|
+0.6%
|
|
|
19
|
MONECO Advisors
Fairfield,
Connecticut
|
USD 27 M
|
+USD 2.28 M
|
+122,164
|
+9%
|
|
|
20
|
Clark Asset Management
Stratham,
New Hampshire
|
USD 26.1 M
|
+USD 3.03 M
|
+162,638
|
+13%
|
|
|
21
|
Anchor Investment Management
Columbia,
South Carolina
|
USD 23.1 M
|
+USD 1.95 M
|
+104,382
|
+9%
|
|
|
22
|
R.M. Davis Inc
Portland,
Maine
|
USD 23 M
|
+USD 4.89 M
|
+262,195
|
+27%
|
|
|
23
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
USD 22.9 M
|
+USD 3.62 M
|
+194,472
|
+19%
|
|
|
24
|
Brookstone Capital Management
Wheaton,
Illinois
|
USD 22.6 M
|
-USD 725 k
|
-38,926
|
-3%
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
USD 22.3 M
|
+USD 720 k
|
+38,622
|
+3%
|
|
