|
1
|
ProVise Management Group
Clearwater,
Florida
|
$1.78M
|
+$299K
|
+16,550
|
+20%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.68M
|
–
|
–
|
–
|
|
|
3
|
Advisors Asset Management
Monument,
Colorado
|
$1.51M
|
+$1.05M
|
+58,009
|
+223%
|
|
|
4
|
|
$953K
|
+$83K
|
+4,585
|
+9%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$557K
|
+$887
|
+49
|
+0.2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$540K
|
+$453K
|
+25,016
|
+495%
|
|
|
7
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$539K
|
-$642K
|
-35,488
|
-54%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$520K
|
+$22.5K
|
+1,243
|
+4%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$491K
|
+$597
|
+33
|
+0.1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$481K
|
+$186K
|
+10,284
|
+62%
|
|
|
11
|
William Blair & Company
Chicago,
Illinois
|
$467K
|
–
|
–
|
–
|
|
|
12
|
Investment Centers of America
Bismarck,
North Dakota
|
$440K
|
-$18.1K
|
-1,000
|
-4%
|
|
|
13
|
VanEck Associates
New York
|
$424K
|
+$47.9K
|
+2,649
|
+13%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$362K
|
–
|
–
|
–
|
|
|
15
|
RGT Wealth Advisors
Dallas,
Texas
|
$314K
|
–
|
–
|
–
|
|
|
16
|
MSI Financial Services
Springfield,
Massachusetts
|
$287K
|
+$106K
|
+5,837
|
+57%
|
|
|
17
|
Nuveen
Charlotte,
North Carolina
|
$277K
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$273K
|
+$30.2K
|
+1,667
|
+12%
|
|
|
19
|
Snowden Capital Advisors
New York
|
$239K
|
–
|
–
|
–
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$238K
|
+$22.3K
|
+1,231
|
+10%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$234K
|
–
|
–
|
–
|
|
|
22
|
Evergreen Capital Management
Bellevue,
Washington
|
$228K
|
+$229K
|
+12,675
|
New
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$227K
|
–
|
–
|
–
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$105K
|
+$51.7K
|
+2,860
|
+95%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$87K
|
–
|
–
|
–
|
|
