|
1
|
Summitry LLC
Foster City,
California
|
USD 28.5 M
|
-USD 8.01 M
|
-309,233
|
-22%
|
|
|
2
|
MV Capital Management
Bethesda,
Maryland
|
USD 21.5 M
|
+USD 17.6 M
|
+679,633
|
+407%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
USD 15.5 M
|
+USD 15.8 M
|
+608,719
|
Nuevas
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 14.6 M
|
+USD 596 k
|
+23,021
|
+4%
|
|
|
5
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
USD 12.4 M
|
+USD 116 k
|
+4,485
|
+0.9%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
USD 5.95 M
|
+USD 5.83 M
|
+225,092
|
+2,536%
|
|
|
7
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
USD 5.85 M
|
+USD 1.13 M
|
+43,645
|
+23%
|
|
|
8
|
Capital Investment Advisors
Atlanta,
Georgia
|
USD 5.61 M
|
+USD 4.98 M
|
+192,141
|
+679%
|
|
|
9
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
USD 4.75 M
|
+USD 673 k
|
+25,996
|
+16%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
USD 4.54 M
|
+USD 4.62 M
|
+178,341
|
Nuevas
|
|
|
11
|
4Thought Financial Group
Syosset,
New York
|
USD 4.1 M
|
+USD 4.18 M
|
+161,247
|
Nuevas
|
|
|
12
|
Benjamin Edwards Inc
Clayton,
Missouri
|
USD 3.88 M
|
+USD 3.95 M
|
+152,472
|
Nuevas
|
|
|
13
|
Sandy Spring Bank
Olney,
Maryland
|
USD 3.6 M
|
+USD 2.94 M
|
+113,454
|
+406%
|
|
|
14
|
Lido Advisors
Los Angeles,
California
|
USD 3.44 M
|
+USD 3.5 M
|
+135,239
|
Nuevas
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
USD 3.1 M
|
+USD 3.15 M
|
+121,780
|
Nuevas
|
|
|
16
|
Probity Advisors
Dallas,
Texas
|
USD 3.08 M
|
+USD 3.13 M
|
+120,838
|
Nuevas
|
|
|
17
|
Parallel Advisors
San Francisco,
California
|
USD 3.01 M
|
+USD 2.95 M
|
+113,857
|
+2,520%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
USD 2.53 M
|
+USD 2.09 M
|
+80,551
|
+428%
|
|
|
19
|
J.W. Cole Advisors
Tampa,
Florida
|
USD 2.27 M
|
+USD 653 k
|
+25,202
|
+39%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 2.24 M
|
+USD 2.28 M
|
+87,983
|
Nuevas
|
|
|
21
|
Sabal Trust
St. Petersburg,
Florida
|
USD 2.2 M
|
+USD 1.1 M
|
+42,524
|
+97%
|
|
|
22
|
Stonebrook Private
Northville,
Michigan
|
USD 1.97 M
|
+USD 2 M
|
+77,213
|
Nuevas
|
|
|
23
|
Archford Capital Strategies
Swansea,
Illinois
|
USD 1.92 M
|
+USD 1.96 M
|
+75,627
|
Nuevas
|
|
|
24
|
Coldstream Capital Management
Bellevue,
Washington
|
USD 1.61 M
|
+USD 1.63 M
|
+63,067
|
Nuevas
|
|
|
25
|
Raymond James Financial
St Petersburg,
Florida
|
USD 1.58 M
|
+USD 1.61 M
|
+62,226
|
Nuevas
|
|
