|
1
|
Bank of America
Charlotte,
North Carolina
|
USD 590 M
|
-USD 9.9 M
|
-189,855
|
-2%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
USD 429 M
|
+USD 16.5 M
|
+316,100
|
+4%
|
|
|
3
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
USD 262 M
|
-USD 13.1 M
|
-250,949
|
-5%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
USD 259 M
|
-USD 2.1 M
|
-40,425
|
-0.8%
|
|
|
5
|
Waverly Advisors
Birmingham,
Alabama
|
USD 193 M
|
-USD 4.27 M
|
-82,038
|
-2%
|
|
|
6
|
Mariner
Overland Park,
Kansas
|
USD 164 M
|
+USD 2.32 M
|
+44,516
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
USD 162 M
|
+USD 10.5 M
|
+200,988
|
+7%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
USD 147 M
|
+USD 9.44 M
|
+181,350
|
+7%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
USD 121 M
|
+USD 9.7 M
|
+186,900
|
+9%
|
|
|
10
|
D.A. Davidson & Co
Great Falls,
Montana
|
USD 118 M
|
+USD 3.47 M
|
+66,566
|
+3%
|
|
|
11
|
|
USD 115 M
|
+USD 358 k
|
+6,885
|
+0.3%
|
|
|
12
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
USD 111 M
|
+USD 1.36 M
|
+26,070
|
+1%
|
|
|
13
|
Linscomb Wealth
Houston,
Texas
|
USD 104 M
|
-USD 2.38 M
|
-45,778
|
-2%
|
|
|
14
|
CI Investments Inc
Toronto,
Ontario, Canada
|
USD 86.2 M
|
+USD 83 M
|
+1,594,635
|
Nuevas
|
|
|
15
|
Focus Partners Wealth
Boston,
Massachusetts
|
USD 86 M
|
-USD 6.05 M
|
-116,111
|
-7%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
USD 85.4 M
|
-USD 18.3 M
|
-352,129
|
-18%
|
|
|
17
|
Berman McAleer
Timonium,
Maryland
|
USD 84.2 M
|
-USD 654 k
|
-12,564
|
-0.8%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
USD 83.2 M
|
+USD 1.87 M
|
+35,966
|
+2%
|
|
|
19
|
|
USD 80 M
|
-USD 83.1 M
|
-1,595,397
|
-52%
|
|
|
20
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
USD 69.3 M
|
+USD 921 k
|
+17,685
|
+1%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
USD 66.6 M
|
-USD 54.7 k
|
-1,050
|
-0.1%
|
|
|
22
|
Larson Financial Group
St Louis,
Missouri
|
USD 60.7 M
|
+USD 5.29 M
|
+101,513
|
+10%
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
USD 59.4 M
|
-USD 1.78 M
|
-34,253
|
-3%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
USD 52.5 M
|
+USD 1.17 M
|
+22,444
|
+2%
|
|
|
25
|
Holt Capital Partners
Fort Worth,
Texas
|
USD 49.2 M
|
-USD 1.12 M
|
-21,507
|
-2%
|
|
