|
1
|
Shufro Rose & Co
New York
|
USD 201 M
|
+USD 109 M
|
+4,690,474
|
+118%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
USD 177 M
|
+USD 7.35 M
|
+317,100
|
+4%
|
|
|
3
|
Aptus Capital Advisors
Fairhope,
Alabama
|
USD 150 M
|
+USD 2.69 M
|
+115,992
|
+2%
|
|
|
4
|
|
USD 150 M
|
-USD 4.76 M
|
-205,278
|
-3%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
USD 134 M
|
+USD 17.6 M
|
+757,876
|
+15%
|
|
|
6
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
USD 119 M
|
+USD 1.31 M
|
+56,623
|
+1%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
USD 93.5 M
|
+USD 3.98 M
|
+171,532
|
+4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
USD 90 M
|
+USD 4.78 M
|
+206,114
|
+6%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
USD 83.4 M
|
+USD 9.9 M
|
+427,462
|
+13%
|
|
|
10
|
HM Payson & Co
Portland,
Maine
|
USD 72.8 M
|
+USD 7.3 M
|
+314,936
|
+11%
|
|
|
11
|
Lido Advisors
Los Angeles,
California
|
USD 66.1 M
|
-USD 9.6 M
|
-414,065
|
-13%
|
|
|
12
|
LPL Financial
San Diego,
California
|
USD 58.1 M
|
+USD 2.86 M
|
+123,527
|
+5%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 53 M
|
-USD 1.18 M
|
-51,088
|
-2%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
USD 51.4 M
|
+USD 2.2 M
|
+95,084
|
+4%
|
|
|
15
|
Summitry LLC
Foster City,
California
|
USD 46.8 M
|
+USD 2.71 M
|
+116,894
|
+6%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
USD 45.8 M
|
+USD 2.63 M
|
+113,506
|
+6%
|
|
|
17
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
USD 43.9 M
|
+USD 2.98 M
|
+128,660
|
+7%
|
|
|
18
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
USD 41 M
|
+USD 458 k
|
+19,777
|
+1%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
USD 37.7 M
|
+USD 12.3 M
|
+529,903
|
+48%
|
|
|
20
|
Klingman & Associates
New York
|
USD 37.6 M
|
+USD 968 k
|
+41,766
|
+3%
|
|
|
21
|
Sigma Investment Counselors
Northville,
Michigan
|
USD 36.2 M
|
+USD 423 k
|
+18,229
|
+1%
|
|
|
22
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
USD 35.9 M
|
+USD 960 k
|
+41,419
|
+3%
|
|
|
23
|
Venture Visionary Partners
Sylvania,
Ohio
|
USD 34.5 M
|
-USD 53.4 k
|
-2,302
|
-0.2%
|
|
|
24
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
USD 30.5 M
|
+USD 3.15 M
|
+136,000
|
+12%
|
|
|
25
|
Summit Financial
Parsippany,
New Jersey
|
USD 28.5 M
|
+USD 2.69 M
|
+116,244
|
+10%
|
|
