|
1
|
|
USD 57.1 M
|
-USD 2.28 M
|
-158,158
|
-4%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
USD 31.1 M
|
+USD 1.89 M
|
+130,912
|
+6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
USD 19.4 M
|
+USD 1.45 M
|
+100,511
|
+8%
|
|
|
4
|
|
USD 18.1 M
|
+USD 1.64 M
|
+113,513
|
+10%
|
|
|
5
|
Country Club Trust
Kansas City,
Missouri
|
USD 10.9 M
|
+USD 627 k
|
+43,411
|
+6%
|
|
|
6
|
Advisor Consultant Network
Cleveland,
Ohio
|
USD 10.9 M
|
+USD 10.6 M
|
+737,005
|
Nuevas
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
USD 9.8 M
|
+USD 2.36 M
|
+163,653
|
+33%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
USD 9.6 M
|
+USD 262 k
|
+18,137
|
+3%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
USD 7.01 M
|
+USD 746 k
|
+51,670
|
+12%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
USD 6.76 M
|
-USD 470 k
|
-32,581
|
-7%
|
|
|
11
|
LPL Financial
San Diego,
California
|
USD 5.3 M
|
-USD 391 k
|
-27,058
|
-7%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
USD 4.05 M
|
-USD 116 k
|
-8,050
|
-3%
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
USD 3.22 M
|
-USD 1.3 M
|
-90,000
|
-29%
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
USD 2.99 M
|
-USD 270 k
|
-18,675
|
-8%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 2.71 M
|
-USD 625 k
|
-43,286
|
-19%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
USD 2.23 M
|
-USD 141 k
|
-9,750
|
-6%
|
|
|
17
|
First American Trust
Santa Ana,
California
|
USD 1.94 M
|
+USD 721 k
|
+49,906
|
+61%
|
|
|
18
|
Thomaspartners
Boston,
Massachusetts
|
USD 1.8 M
|
-USD 119 k
|
-8,213
|
-6%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
USD 1.58 M
|
+USD 1.26 M
|
+87,171
|
+435%
|
|
|
20
|
Boston Advisors
Boston,
Massachusetts
|
USD 1.5 M
|
+USD 103 k
|
+7,126
|
+8%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 1.32 M
|
-USD 165 k
|
-11,455
|
-11%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 1.25 M
|
+USD 495 k
|
+34,257
|
+68%
|
|
|
23
|
Synovus Financial
Columbus,
Georgia
|
USD 1.04 M
|
-USD 41.8 k
|
-2,895
|
-4%
|
|
|
24
|
Zions Bancorporation
Salt Lake City,
Utah
|
USD 1.02 M
|
+USD 4.88 k
|
+338
|
+0.5%
|
|
|
25
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
USD 1 M
|
-USD 4 k
|
-277
|
-0.4%
|
|
