|
1
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$192M
|
-$15.4M
|
-595,216
|
-7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
+$7.62M
|
+295,243
|
+8%
|
|
|
3
|
|
$86.4M
|
+$6.02M
|
+233,276
|
+7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$77.7M
|
+$3.4M
|
+131,868
|
+5%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$42.2M
|
+$185K
|
+7,163
|
+0.4%
|
|
|
6
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$38M
|
+$470K
|
+18,192
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$35.1M
|
-$1.35M
|
-52,424
|
-4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$34.3M
|
+$1.64M
|
+63,651
|
+5%
|
|
|
9
|
Sigma Investment Counselors
Northville,
Michigan
|
$24.6M
|
+$1.22M
|
+47,234
|
+5%
|
|
|
10
|
RVW Wealth
Los Angeles,
California
|
$24M
|
-$1.44M
|
-55,961
|
-6%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.2M
|
+$75.5K
|
+2,926
|
+0.3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.1M
|
-$2.04M
|
-78,860
|
-9%
|
|
|
13
|
Corda Investment Management
Houston,
Texas
|
$20.9M
|
+$421K
|
+16,302
|
+2%
|
|
|
14
|
Tobias Financial Advisors
Plantation,
Florida
|
$20.9M
|
+$21.1M
|
+815,652
|
New
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.4M
|
-$263K
|
-10,179
|
-1%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$19.3M
|
-$19.4M
|
-751,038
|
Closed
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$18.3M
|
+$7.11M
|
+275,477
|
+63%
|
|
|
18
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$17.1M
|
–
|
–
|
–
|
|
|
19
|
Capital Investment Advisors
Atlanta,
Georgia
|
$14.7M
|
+$441K
|
+17,092
|
+3%
|
|
|
20
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$14M
|
+$6.34M
|
+245,490
|
+82%
|
|
|
21
|
MV Capital Management
Bethesda,
Maryland
|
$13.6M
|
-$269K
|
-10,436
|
-2%
|
|
|
22
|
NovaPoint Capital
Atlanta,
Georgia
|
$13.3M
|
+$5.5M
|
+213,076
|
+70%
|
|
|
23
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$10.8M
|
+$468K
|
+18,119
|
+5%
|
|
|
24
|
Leavell Investment Management
Mobile,
Alabama
|
$10.5M
|
+$1.75M
|
+67,989
|
+20%
|
|
|
25
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$10.2M
|
+$427K
|
+16,546
|
+4%
|
|
