|
1
|
|
$67.2M
|
+$3.62M
|
+122,064
|
+6%
|
|
|
2
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$57.8M
|
-$2.69M
|
-90,590
|
-5%
|
|
|
3
|
Legacy Private Trust
Neenah,
Wisconsin
|
$17.7M
|
+$17.5M
|
+590,276
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$15.8M
|
+$1.6M
|
+53,766
|
+11%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$14.4M
|
-$1.06M
|
-35,634
|
-7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$14.2M
|
+$1.3M
|
+43,812
|
+10%
|
|
|
7
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$10.6M
|
-$383K
|
-12,896
|
-4%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$7.79M
|
+$663K
|
+22,346
|
+9%
|
|
|
9
|
Freedom Investment Management
Hartford,
Connecticut
|
$7.35M
|
-$1.73M
|
-58,428
|
-19%
|
|
|
10
|
Comerica Securities
Detroit,
Michigan
|
$6.25M
|
+$91.6K
|
+3,086
|
+2%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.74M
|
-$256K
|
-8,638
|
-4%
|
|
|
12
|
AMG Funds
Stamford,
Connecticut
|
$4.2M
|
-$2.37M
|
-79,750
|
-36%
|
|
|
13
|
Level Four Advisory Services
Dallas,
Texas
|
$3.51M
|
-$56.4K
|
-1,900
|
-2%
|
|
|
14
|
Comerica Bank
Dallas,
Texas
|
$2.85M
|
-$445K
|
-14,986
|
-14%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$2.84M
|
+$2.81M
|
+94,586
|
New
|
|
|
16
|
Cypress Wealth Advisors
San Francisco,
California
|
$2.27M
|
-$2.21M
|
-74,390
|
-50%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.26M
|
+$82.3K
|
+2,772
|
+4%
|
|
|
18
|
Spinnaker Trust
Portland,
Maine
|
$2.03M
|
–
|
–
|
–
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$1.9M
|
+$112K
|
+3,778
|
+6%
|
|
|
20
|
Leavell Investment Management
Mobile,
Alabama
|
$1.54M
|
–
|
–
|
–
|
|
|
21
|
Wedbush Securities
Los Angeles,
California
|
$1.43M
|
+$546K
|
+18,390
|
+63%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.43M
|
+$1.41M
|
+47,450
|
New
|
|
|
23
|
AJ Wealth Strategies
New York
|
$1.27M
|
-$189K
|
-6,370
|
-13%
|
|
|
24
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.07M
|
-$14.1M
|
-473,508
|
-93%
|
|
|
25
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.07M
|
–
|
–
|
–
|
|
