|
1
|
|
USD 29.4 M
|
-USD 29.5 M
|
-1,947,088
|
-50%
|
|
|
2
|
|
USD 29.2 M
|
+USD 2.33 M
|
+153,596
|
+9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
USD 18.8 M
|
+USD 945 k
|
+62,285
|
+5%
|
|
|
4
|
Private Vista
Chicago,
Illinois
|
USD 16.4 M
|
-USD 4.79 M
|
-315,955
|
-23%
|
|
|
5
|
Country Club Trust
Kansas City,
Missouri
|
USD 14.2 M
|
+USD 2.78 M
|
+183,212
|
+25%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
USD 11.6 M
|
-USD 223 k
|
-14,716
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
USD 10.8 M
|
+USD 786 k
|
+51,796
|
+8%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
USD 9.28 M
|
+USD 1.29 M
|
+84,877
|
+16%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
USD 7.92 M
|
+USD 2.09 M
|
+137,946
|
+37%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
USD 6.47 M
|
-USD 298 k
|
-19,661
|
-4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
USD 6.26 M
|
-USD 552 k
|
-36,405
|
-8%
|
|
|
12
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
USD 5.93 M
|
+USD 1.73 M
|
+114,100
|
+42%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 4.06 M
|
+USD 329 k
|
+21,660
|
+9%
|
|
|
14
|
Peak Capital Management
Greenwood Village,
Colorado
|
USD 3 M
|
+USD 2.96 M
|
+195,331
|
Nuevas
|
|
|
15
|
First American Trust
Santa Ana,
California
|
USD 2.93 M
|
+USD 347 k
|
+22,873
|
+14%
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
USD 2.55 M
|
-USD 66.9 k
|
-4,409
|
-3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
USD 2.44 M
|
+USD 409 k
|
+26,982
|
+20%
|
|
|
18
|
LPL Financial
San Diego,
California
|
USD 2.23 M
|
-USD 648 k
|
-42,718
|
-23%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
USD 1.94 M
|
-USD 372 k
|
-24,553
|
-16%
|
|
|
20
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
USD 1.74 M
|
+USD 78 k
|
+5,143
|
+5%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
USD 1.72 M
|
+USD 504 k
|
+33,210
|
+42%
|
|
|
22
|
Thomaspartners
Boston,
Massachusetts
|
USD 1.68 M
|
-USD 74.2 k
|
-4,892
|
-4%
|
|
|
23
|
Synovus Financial
Columbus,
Georgia
|
USD 1.66 M
|
-USD 13.6 k
|
-900
|
-0.8%
|
|
|
24
|
Janus Henderson Group
London,
|
USD 1.59 M
|
–
|
–
|
–
|
|
|
25
|
|
USD 1.11 M
|
–
|
–
|
–
|
|
