|
1
|
Merit Financial Group
Alpharetta,
Georgia
|
$184M
|
+$8.17M
|
+246,540
|
+5%
|
|
|
2
|
|
$91.6M
|
+$3.44M
|
+103,840
|
+4%
|
|
|
3
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$72.5M
|
-$664K
|
-20,028
|
-0.9%
|
|
|
4
|
Legacy Private Trust
Neenah,
Wisconsin
|
$24.3M
|
+$661K
|
+19,938
|
+3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$21.2M
|
-$1.76M
|
-52,996
|
-8%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.4M
|
+$3.93M
|
+118,606
|
+25%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$1.29M
|
+38,950
|
+11%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$11.7M
|
-$3.21M
|
-96,990
|
-22%
|
|
|
9
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$11.1M
|
-$612K
|
-18,452
|
-5%
|
|
|
10
|
Mutual Advisors
Omaha,
Nebraska
|
$8.04M
|
-$158K
|
-4,762
|
-2%
|
|
|
11
|
Bank of New York Mellon
New York
|
$7.96M
|
+$372K
|
+11,220
|
+5%
|
|
|
12
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$7.46M
|
-$55.1K
|
-1,664
|
-0.8%
|
|
|
13
|
Comerica Securities
Detroit,
Michigan
|
$7.35M
|
-$708K
|
-21,356
|
-9%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$7.17M
|
-$2.18M
|
-65,788
|
-24%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$6.49M
|
-$271K
|
-8,190
|
-4%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.13M
|
-$111K
|
-3,344
|
-2%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.74M
|
+$22.4K
|
+676
|
+0.9%
|
|
|
18
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$2.03M
|
-$558K
|
-16,836
|
-22%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$2.02M
|
-$2.32M
|
-70,004
|
-54%
|
|
|
20
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.84M
|
+$1.79M
|
+53,938
|
New
|
|
|
21
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.58M
|
-$39.8K
|
-1,200
|
-3%
|
|
|
22
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.5M
|
+$40.5K
|
+1,222
|
+3%
|
|
|
23
|
Leavell Investment Management
Mobile,
Alabama
|
$1.5M
|
–
|
–
|
–
|
|
|
24
|
Level Four Advisory Services
Dallas,
Texas
|
$1.48M
|
+$2.98K
|
+90
|
+0.2%
|
|
|
25
|
AJ Wealth Strategies
New York
|
$1.44M
|
–
|
–
|
–
|
|
