|
1
|
ProVise Management Group
Clearwater,
Florida
|
$2.01M
|
+$123K
|
+8,085
|
+6%
|
|
|
2
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.42M
|
–
|
–
|
–
|
|
|
3
|
|
$1.17M
|
+$71.4K
|
+4,690
|
+6%
|
|
|
4
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.14M
|
+$25K
|
+1,641
|
+2%
|
|
|
5
|
Wolverine Asset Management
Chicago,
Illinois
|
$966K
|
+$970K
|
+63,765
|
New
|
|
|
6
|
Advisors Asset Management
Monument,
Colorado
|
$897K
|
-$74.9K
|
-4,923
|
-8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$610K
|
+$136K
|
+8,934
|
+29%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$600K
|
+$76K
|
+4,992
|
+14%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$517K
|
+$89.8K
|
+5,905
|
+21%
|
|
|
10
|
VanEck Associates
New York
|
$443K
|
+$36.7K
|
+2,411
|
+9%
|
|
|
11
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$329K
|
+$330K
|
+21,719
|
New
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$282K
|
+$98.9K
|
+6,500
|
+54%
|
|
|
13
|
RGT Wealth Advisors
Dallas,
Texas
|
$265K
|
–
|
–
|
–
|
|
|
14
|
Nuveen
Charlotte,
North Carolina
|
$234K
|
–
|
–
|
–
|
|
|
15
|
Virtue Capital Management
Brentwood,
Tennessee
|
$230K
|
+$6.8K
|
+447
|
New
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$228K
|
+$229K
|
+15,045
|
New
|
|
|
17
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$227K
|
–
|
–
|
–
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$226K
|
-$65.9K
|
-4,332
|
-22%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$214K
|
+$27.9K
|
+1,831
|
+15%
|
|
|
20
|
Doliver Advisors
Houston,
Texas
|
$210K
|
+$211K
|
+13,858
|
New
|
|
|
21
|
Curi RMB Capital
Chicago,
Illinois
|
$205K
|
+$206K
|
+13,534
|
New
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$204K
|
–
|
–
|
–
|
|
|
23
|
Evergreen Capital Management
Bellevue,
Washington
|
$192K
|
–
|
–
|
–
|
|
|
24
|
Capital Investment Advisors
Atlanta,
Georgia
|
$188K
|
–
|
–
|
–
|
|
|
25
|
First Allied Advisory Services
San Diego,
California
|
$177K
|
-$22.8K
|
-1,500
|
-11%
|
|
