|
1
|
Lido Advisors
Los Angeles,
California
|
$1.08B
|
-$310M
|
-15,798,227
|
-22%
|
|
|
2
|
|
$201M
|
-$922K
|
-46,953
|
-0.5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$151M
|
-$10.6M
|
-541,911
|
-7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$147M
|
+$6.55M
|
+333,316
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$139M
|
-$3.93M
|
-200,105
|
-3%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$122M
|
+$3.91M
|
+199,042
|
+3%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$113M
|
+$3.18M
|
+161,792
|
+3%
|
|
|
8
|
|
$78.5M
|
+$6.06M
|
+308,448
|
+8%
|
|
|
9
|
MAI Capital Management
Independence,
Ohio
|
$61.8M
|
+$1.91M
|
+97,031
|
+3%
|
|
|
10
|
SNS Financial Group
Minneapolis,
Minnesota
|
$53M
|
+$15.5M
|
+789,845
|
+41%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51.4M
|
+$4.51M
|
+229,507
|
+10%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$42.9M
|
+$7.48M
|
+380,511
|
+21%
|
|
|
13
|
Avior Wealth Management
Omaha,
Nebraska
|
$42.5M
|
-$725K
|
-36,889
|
-2%
|
|
|
14
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$36.5M
|
+$14.4M
|
+733,350
|
+65%
|
|
|
15
|
R.M. Davis Inc
Portland,
Maine
|
$35.2M
|
+$1.35M
|
+68,861
|
+4%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.5M
|
+$5.73M
|
+291,689
|
+22%
|
|
|
17
|
MONECO Advisors
Fairfield,
Connecticut
|
$28.7M
|
+$1.85M
|
+94,296
|
+7%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$28.1M
|
-$1.62M
|
-82,550
|
-5%
|
|
|
19
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$27.8M
|
+$4.55M
|
+231,359
|
+20%
|
|
|
20
|
Hills Bank & Trust
North Liberty,
Iowa
|
$27.3M
|
-$24.7M
|
-1,259,054
|
-48%
|
|
|
21
|
TLWM Financial
San Antonio,
Texas
|
$26.4M
|
+$638K
|
+32,475
|
+2%
|
|
|
22
|
Clark Asset Management
Stratham,
New Hampshire
|
$25.6M
|
+$2.33M
|
+118,761
|
+10%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23.7M
|
+$5.24M
|
+266,686
|
+28%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$23.7M
|
+$18M
|
+914,574
|
+312%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$23.2M
|
+$32.2K
|
+1,641
|
+0.1%
|
|
