|
1
|
Mariner
Overland Park,
Kansas
|
$6.87M
|
+$327K
|
+16,509
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$2.74M
|
+$2.4M
|
+120,766
|
+510%
|
|
|
3
|
|
$1.49M
|
+$74.4K
|
+3,749
|
+5%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$811K
|
+$158K
|
+7,949
|
+23%
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$798K
|
+$99
|
+5
|
+0%
|
|
|
6
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$790K
|
+$140K
|
+7,051
|
+20%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$712K
|
+$82.8K
|
+4,173
|
+12%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$601K
|
+$128K
|
+6,474
|
+26%
|
|
|
9
|
WNY Asset Management
Williamsville,
New York
|
$548K
|
+$576K
|
+29,034
|
New
|
|
|
10
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$508K
|
–
|
–
|
–
|
|
|
11
|
Northwest Wealth Management
Spencer,
Iowa
|
$459K
|
-$7.93K
|
-400
|
-2%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$370K
|
+$92.4K
|
+4,661
|
+31%
|
|
|
13
|
MAI Capital Management
Independence,
Ohio
|
$337K
|
+$353K
|
+17,781
|
New
|
|
|
14
|
Private Advisor Group
Morristown,
New Jersey
|
$328K
|
-$267K
|
-13,447
|
-44%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$321K
|
–
|
–
|
–
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$266K
|
-$25.8K
|
-1,302
|
-8%
|
|
|
17
|
CPWM LLC
Seattle,
Washington
|
$236K
|
–
|
–
|
–
|
|
|
18
|
Tevis Investment Management
Plano,
Texas
|
$217K
|
+$227K
|
+11,453
|
New
|
|
|
19
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$210K
|
+$220K
|
+11,080
|
New
|
|
|
20
|
William Blair & Company
Chicago,
Illinois
|
$147K
|
-$94.2K
|
-4,750
|
-38%
|
|
|
21
|
Anchor Investment Management
Columbia,
South Carolina
|
$131K
|
+$635
|
+32
|
+0.5%
|
|
|
22
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$121K
|
-$125K
|
-6,300
|
-50%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$75K
|
+$79.4K
|
+4,005
|
New
|
|
|
24
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$59K
|
+$22.4K
|
+1,130
|
+56%
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$38K
|
–
|
–
|
–
|
|
