|
1
|
|
USD 182 M
|
+USD 3.75 M
|
+224,744
|
+2%
|
|
|
2
|
Aptus Capital Advisors
Fairhope,
Alabama
|
USD 156 M
|
+USD 2.72 M
|
+162,864
|
+2%
|
|
|
3
|
Lido Advisors
Los Angeles,
California
|
USD 139 M
|
-USD 1.31 M
|
-78,477
|
-0.9%
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
USD 92.8 M
|
+USD 92.7 M
|
+5,547,397
|
+21,913%
|
|
|
5
|
LPL Financial
San Diego,
California
|
USD 92.3 M
|
+USD 7.06 M
|
+422,835
|
+8%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
USD 92.1 M
|
+USD 6.41 M
|
+383,854
|
+7%
|
|
|
7
|
|
USD 78.3 M
|
+USD 5.01 M
|
+300,168
|
+7%
|
|
|
8
|
Clearstead Advisors
Cleveland,
Ohio
|
USD 65.1 M
|
+USD 1.5 M
|
+89,907
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
USD 59 M
|
+USD 4.8 M
|
+287,273
|
+9%
|
|
|
10
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
USD 53.3 M
|
+USD 9.9 M
|
+594,046
|
+23%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
USD 48.9 M
|
+USD 2.59 M
|
+155,204
|
+6%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 46.9 M
|
+USD 2.95 M
|
+176,695
|
+7%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
USD 40.8 M
|
+USD 3.87 M
|
+231,868
|
+10%
|
|
|
14
|
Hengehold Capital Management
Cincinnati,
Ohio
|
USD 38.1 M
|
+USD 2.27 M
|
+135,650
|
+6%
|
|
|
15
|
&Partners
Nashville,
Tennessee
|
USD 32.7 M
|
+USD 889 k
|
+53,199
|
+3%
|
|
|
16
|
TLWM Financial
San Antonio,
Texas
|
USD 30.8 M
|
+USD 758 k
|
+45,401
|
+3%
|
|
|
17
|
Brookstone Capital Management
Wheaton,
Illinois
|
USD 30 M
|
-USD 1.73 M
|
-103,436
|
-5%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
USD 28.9 M
|
+USD 1.06 M
|
+63,715
|
+4%
|
|
|
19
|
IMA Advisory Services
Denver,
Colorado
|
USD 26.3 M
|
+USD 2.17 M
|
+130,163
|
+9%
|
|
|
20
|
Shufro Rose & Co
New York
|
USD 25.7 M
|
+USD 25.8 M
|
+1,542,429
|
Nuevas
|
|
|
21
|
MONECO Advisors
Fairfield,
Connecticut
|
USD 25.6 M
|
+USD 1.94 M
|
+115,909
|
+8%
|
|
|
22
|
Clark Asset Management
Stratham,
New Hampshire
|
USD 23.3 M
|
+USD 4.02 M
|
+240,501
|
+21%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
USD 21.8 M
|
+USD 5.13 M
|
+307,396
|
+31%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 21.6 M
|
+USD 2.62 M
|
+157,155
|
+14%
|
|
|
25
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
USD 21 M
|
+USD 1.53 M
|
+91,371
|
+8%
|
|
