|
1
|
Merit Financial Group
Alpharetta,
Georgia
|
$136M
|
+$131M
|
+4,059,814
|
New
|
|
|
2
|
|
$78.3M
|
+$2.75M
|
+84,906
|
+4%
|
|
|
3
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$64.9M
|
+$1.22M
|
+37,806
|
+2%
|
|
|
4
|
Legacy Private Trust
Neenah,
Wisconsin
|
$21.8M
|
-$1.13M
|
-35,064
|
-5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$19.9M
|
+$1.15M
|
+35,554
|
+6%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
+$20.3K
|
+628
|
+0.1%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$14.4M
|
-$20.7K
|
-640
|
-0.1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
+$2.52M
|
+77,822
|
+33%
|
|
|
9
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$8.74M
|
-$1.4M
|
-43,274
|
-14%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$7.94M
|
+$7.7M
|
+237,764
|
New
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$7.76M
|
-$56K
|
-1,730
|
-0.7%
|
|
|
12
|
Comerica Securities
Detroit,
Michigan
|
$6.88M
|
+$113K
|
+3,476
|
+2%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.26M
|
-$146K
|
-4,524
|
-2%
|
|
|
14
|
Level Four Advisory Services
Dallas,
Texas
|
$4.27M
|
-$50.7K
|
-1,566
|
-1%
|
|
|
15
|
Comerica Bank
Dallas,
Texas
|
$3.38M
|
+$171K
|
+5,278
|
+6%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$3.23M
|
-$5.7K
|
-176
|
-0.2%
|
|
|
17
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.86M
|
–
|
–
|
–
|
|
|
18
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$2.84M
|
+$2.75M
|
+85,052
|
New
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.79M
|
-$368K
|
-11,378
|
-12%
|
|
|
20
|
American Financial Network Advisory Services
Calabasas,
California
|
$2.65M
|
+$464K
|
+14,346
|
+22%
|
|
|
21
|
AMG Funds
Stamford,
Connecticut
|
$2.53M
|
-$893K
|
-27,600
|
-27%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.28M
|
-$361K
|
-11,160
|
-14%
|
|
|
23
|
Spinnaker Trust
Portland,
Maine
|
$2.26M
|
–
|
–
|
–
|
|
|
24
|
Bank of New York Mellon
New York
|
$1.93M
|
+$686K
|
+21,210
|
+58%
|
|
|
25
|
Leavell Investment Management
Mobile,
Alabama
|
$1.53M
|
+$32.4K
|
+1,000
|
+2%
|
|
