|
1
|
|
$71.5M
|
-$4.85M
|
-170,299
|
-6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$69.2M
|
+$28.6M
|
+1,004,988
|
+72%
|
|
|
3
|
|
$31.2M
|
+$15.1M
|
+531,529
|
+97%
|
|
|
4
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$10.7M
|
+$1.09M
|
+38,111
|
+12%
|
|
|
5
|
RPTC Inc
Jackson,
Wyoming
|
$8.18M
|
+$4.34M
|
+152,487
|
+116%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.08M
|
+$5.76M
|
+202,201
|
+260%
|
|
|
7
|
Colony Group
Boston,
Massachusetts
|
$7.92M
|
+$708K
|
+24,846
|
+10%
|
|
|
8
|
Cribstone Capital Management
Augusta,
Maine
|
$6.25M
|
+$1.37M
|
+47,962
|
+28%
|
|
|
9
|
IFG Advisory
Atlanta,
Georgia
|
$5.77M
|
+$2.1M
|
+73,869
|
New
|
|
|
10
|
Foster & Motley
Cincinnati,
Ohio
|
$5.56M
|
+$5.49M
|
+192,691
|
New
|
|
|
11
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$4.48M
|
+$4.25M
|
+149,273
|
New
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.65M
|
+$437K
|
+15,355
|
+14%
|
|
|
13
|
Advisor Group
Phoenix,
Arizona
|
$3.6M
|
+$293K
|
+10,268
|
+9%
|
|
|
14
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.12M
|
-$181K
|
-6,353
|
-6%
|
|
|
15
|
Venturi Wealth Management
Austin,
Texas
|
$3.09M
|
-$33.5K
|
-1,175
|
-1%
|
|
|
16
|
|
$2.66M
|
+$2.61M
|
+91,710
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.6M
|
-$900K
|
-31,596
|
-26%
|
|
|
18
|
Smart Money Group
Eastland,
Texas
|
$2.15M
|
+$2.13M
|
+74,707
|
New
|
|
|
19
|
|
$2.09M
|
+$1.11M
|
+38,911
|
+116%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$1.86M
|
+$1.1M
|
+38,459
|
+149%
|
|
|
21
|
Cerity Partners OCIO
New York
|
$1.08M
|
+$33.3K
|
+1,169
|
+3%
|
|
|
22
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.01M
|
+$600K
|
+21,062
|
+166%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$970K
|
+$273K
|
+9,582
|
+40%
|
|
|
24
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$965K
|
+$708K
|
+24,842
|
+289%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$868K
|
-$2.87M
|
-100,893
|
-77%
|
|
