|
1
|
|
USD 54.5 M
|
-USD 1.42 M
|
-99,092
|
-3%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
USD 26.4 M
|
-USD 6 M
|
-417,486
|
-19%
|
|
|
3
|
|
USD 21 M
|
+USD 3.31 M
|
+230,068
|
+19%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
USD 18.8 M
|
-USD 206 k
|
-14,309
|
-1%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
USD 11 M
|
+USD 1.58 M
|
+109,892
|
+17%
|
|
|
6
|
Country Club Trust
Kansas City,
Missouri
|
USD 10.1 M
|
-USD 527 k
|
-36,668
|
-5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
USD 9.7 M
|
+USD 122 k
|
+8,482
|
+1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
USD 7.35 M
|
+USD 727 k
|
+50,603
|
+11%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
USD 6.67 M
|
-USD 188 k
|
-13,089
|
-3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
USD 4.69 M
|
+USD 710 k
|
+49,403
|
+18%
|
|
|
11
|
LPL Financial
San Diego,
California
|
USD 4.28 M
|
-USD 962 k
|
-66,897
|
-19%
|
|
|
12
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
USD 3.65 M
|
+USD 3.64 M
|
+253,200
|
Nuevas
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
USD 3.48 M
|
+USD 3.48 M
|
+241,845
|
Nuevas
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
USD 2.71 M
|
-USD 212 k
|
-14,779
|
-7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 2.36 M
|
-USD 289 k
|
-20,133
|
-11%
|
|
|
16
|
First American Trust
Santa Ana,
California
|
USD 2.22 M
|
+USD 327 k
|
+22,760
|
+17%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
USD 2.17 M
|
-USD 4.74 k
|
-330
|
-0.2%
|
|
|
18
|
Thomaspartners
Boston,
Massachusetts
|
USD 1.65 M
|
-USD 110 k
|
-7,661
|
-6%
|
|
|
19
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
USD 1.4 M
|
+USD 1.4 M
|
+97,053
|
Nuevas
|
|
|
20
|
Boston Advisors
Boston,
Massachusetts
|
USD 1.32 M
|
-USD 145 k
|
-10,080
|
-10%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 1.24 M
|
+USD 21.8 k
|
+1,518
|
+2%
|
|
|
22
|
Janus Henderson Group
London,
|
USD 1.16 M
|
+USD 1.15 M
|
+80,324
|
Nuevas
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
USD 1.08 M
|
+USD 1.08 M
|
+75,252
|
Nuevas
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
USD 1.02 M
|
+USD 628 k
|
+43,689
|
+159%
|
|
|
25
|
Zions Bancorporation
Salt Lake City,
Utah
|
USD 994 k
|
-USD 26.2 k
|
-1,820
|
-3%
|
|
