|
1
|
|
$93.1M
|
-$3.96M
|
-52,900
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$32.3M
|
-$3.63M
|
-48,521
|
-10%
|
|
|
3
|
|
$31.2M
|
+$21.3M
|
+285,077
|
+224%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$29.3M
|
-$576K
|
-7,698
|
-2%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$25.5M
|
-$4.76M
|
-63,591
|
-16%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$11.4M
|
+$44K
|
+587
|
+0.4%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.34M
|
-$36.5K
|
-487
|
-0.5%
|
|
|
8
|
WealthSource Partners
San Luis Obispo,
California
|
$7.05M
|
-$608K
|
-8,122
|
-8%
|
|
|
9
|
HMS Capital Management
Nashville,
Tennessee
|
$7.05M
|
+$2.32M
|
+30,923
|
+50%
|
|
|
10
|
Occidental Asset Management
Burlingame,
California
|
$6.3M
|
+$5.56M
|
+74,223
|
+825%
|
|
|
11
|
|
$3.3M
|
-$363K
|
-4,841
|
-10%
|
|
|
12
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.83M
|
+$130K
|
+1,735
|
+5%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$2M
|
+$62.1K
|
+829
|
+3%
|
|
|
14
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.97M
|
+$707K
|
+9,447
|
+57%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.86M
|
+$170K
|
+2,275
|
+10%
|
|
|
16
|
Level Four Advisory Services
Dallas,
Texas
|
$1.66M
|
+$12K
|
+160
|
+0.7%
|
|
|
17
|
Stephens Inc
Little Rock,
Arkansas
|
$1.49M
|
+$146K
|
+1,946
|
+11%
|
|
|
18
|
MML Investors Services
Springfield,
Massachusetts
|
$1.38M
|
-$5.35M
|
-71,412
|
-80%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$1.32M
|
+$359K
|
+4,797
|
+38%
|
|
|
20
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.29M
|
-$225K
|
-3,000
|
-15%
|
|
|
21
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.21M
|
–
|
–
|
–
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.2M
|
+$1.18M
|
+15,800
|
New
|
|
|
23
|
SimpliFi Inc
San Diego,
California
|
$1.13M
|
-$17.7M
|
-235,945
|
-94%
|
|
|
24
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$1.1M
|
+$208K
|
+2,780
|
+24%
|
|
|
25
|
Brasada Capital Management
Houston,
Texas
|
$1.08M
|
-$1.61M
|
-21,489
|
-60%
|
|
