|
1
|
Syon Capital
San Francisco,
California
|
$31.1M
|
+$2.55M
|
+51,917
|
+9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$26.6M
|
+$5.1M
|
+103,731
|
+24%
|
|
|
3
|
AE Wealth Management
Topeka,
Kansas
|
$24.1M
|
+$2.9M
|
+59,023
|
+14%
|
|
|
4
|
Arvest Investments
Lowell,
Arkansas
|
$21.5M
|
-$18.9K
|
-385
|
-0.1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$20.5M
|
+$5.81M
|
+118,291
|
+39%
|
|
|
6
|
|
$15.1M
|
+$1.18M
|
+23,956
|
+8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.5M
|
-$449K
|
-9,131
|
-3%
|
|
|
8
|
Hancock Whitney
Gulfport,
Mississippi
|
$13.2M
|
+$589K
|
+11,988
|
+5%
|
|
|
9
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$11.8M
|
-$153K
|
-3,106
|
-1%
|
|
|
10
|
Prudential plc
London, England,
United Kingdom
|
$9.54M
|
+$9.55M
|
+194,402
|
New
|
|
|
11
|
Central Bank & Trust
Lexington,
Kentucky
|
$9.2M
|
+$74.8K
|
+1,522
|
+0.8%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$9M
|
-$3.58M
|
-72,870
|
-28%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.5M
|
+$958K
|
+19,497
|
+13%
|
|
|
14
|
Krilogy Financial
St. Louis,
Missouri
|
$6.53M
|
+$157K
|
+3,186
|
+2%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.52M
|
+$3.13M
|
+63,726
|
+92%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$5.26M
|
+$2.41M
|
+49,114
|
+85%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$4.78M
|
+$974K
|
+19,821
|
+25%
|
|
|
18
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$4.72M
|
+$42K
|
+854
|
+0.9%
|
|
|
19
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$3.88M
|
+$763K
|
+15,528
|
+24%
|
|
|
20
|
Sykon Capital
Harrison,
New York
|
$3.58M
|
+$228K
|
+4,640
|
+7%
|
|
|
21
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.3M
|
-$791K
|
-16,110
|
-19%
|
|
|
22
|
|
$3.29M
|
+$3.29M
|
+66,945
|
New
|
|
|
23
|
Insight Wealth Partners
Plano,
Texas
|
$3.26M
|
+$153K
|
+3,106
|
+5%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.25M
|
-$228K
|
-4,637
|
-7%
|
|
|
25
|
Ocean Park Asset Management
Santa Monica,
California
|
$3.11M
|
–
|
–
|
–
|
|
