|
1
|
Bank of America
Charlotte,
North Carolina
|
$33.3M
|
-$14.4M
|
-288,081
|
-30%
|
|
|
2
|
|
$8.81M
|
+$8.7M
|
+174,421
|
New
|
|
|
3
|
|
$7.25M
|
-$233K
|
-4,666
|
-3%
|
|
|
4
|
Cardan Capital Partners
Denver,
Colorado
|
$5.33M
|
+$547K
|
+10,969
|
+12%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.88M
|
-$130K
|
-2,602
|
-3%
|
|
|
6
|
Sentinel Trust
Houston,
Texas
|
$3.57M
|
-$41.7K
|
-836
|
-1%
|
|
|
7
|
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
$2.34M
|
-$156K
|
-3,133
|
-6%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$2.14M
|
+$2.11M
|
+42,330
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$2.11M
|
+$133K
|
+2,659
|
+7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.07M
|
+$55.6K
|
+1,115
|
+3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.35M
|
+$103K
|
+2,065
|
+8%
|
|
|
12
|
Advisor Group
Phoenix,
Arizona
|
$1.08M
|
+$871K
|
+17,453
|
+443%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$920K
|
+$194K
|
+3,893
|
+27%
|
|
|
14
|
|
$913K
|
+$5.69K
|
+114
|
+0.6%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$687K
|
-$31.8K
|
-637
|
-4%
|
|
|
16
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$610K
|
-$614K
|
-12,311
|
-50%
|
|
|
17
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$501K
|
+$14.5K
|
+290
|
+3%
|
|
|
18
|
Stifel Financial
St. Louis,
Missouri
|
$365K
|
-$11K
|
-221
|
-3%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$359K
|
-$3.09K
|
-62
|
-0.9%
|
|
|
20
|
HL Financial Services
Louisville,
Kentucky
|
$346K
|
+$16.4K
|
+328
|
+5%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$279K
|
+$31K
|
+621
|
+13%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$103K
|
+$20.5K
|
+411
|
+25%
|
|
|
23
|
IHT Wealth Management
Chicago,
Illinois
|
$39K
|
–
|
–
|
–
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$37K
|
–
|
–
|
–
|
|
|
25
|
Next Financial Group
Houston,
Texas
|
$37K
|
–
|
–
|
–
|
|
