|
1
|
Advisors Asset Management
Monument,
Colorado
|
$11.5M
|
-$3.95M
|
-247,918
|
-26%
|
|
|
2
|
|
$10.7M
|
+$747K
|
+46,913
|
+8%
|
|
|
3
|
|
$5.5M
|
+$1.74M
|
+109,497
|
+48%
|
|
|
4
|
|
$5.07M
|
+$3.11M
|
+195,282
|
+169%
|
|
|
5
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$4.29M
|
-$60.9K
|
-3,825
|
-1%
|
|
|
6
|
|
$3.38M
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$2.38M
|
+$1.45M
|
+90,885
|
+164%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.07M
|
-$155K
|
-9,719
|
-13%
|
|
|
9
|
First Trust Advisors
Wheaton,
Illinois
|
$813K
|
+$82.2K
|
+5,164
|
+12%
|
|
|
10
|
Shaker Financial Services
Arlington,
Virginia
|
$661K
|
-$3.63M
|
-227,828
|
-85%
|
|
|
11
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$631K
|
–
|
–
|
–
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$411K
|
+$140K
|
+8,800
|
+54%
|
|
|
13
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$398K
|
–
|
–
|
–
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$378K
|
-$15.9K
|
-1,000
|
-4%
|
|
|
15
|
Cornerstone Advisors
Asheville,
North Carolina
|
$369K
|
+$68.4K
|
+4,300
|
+23%
|
|
|
16
|
AQR Capital Management
Greenwich,
Connecticut
|
$351K
|
+$28.9K
|
+1,819
|
+9%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$249K
|
-$3.37K
|
-212
|
-1%
|
|
|
18
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$248K
|
-$30.1K
|
-1,893
|
-11%
|
|
|
19
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$233K
|
–
|
–
|
–
|
|
|
20
|
MSI Financial Services
Springfield,
Massachusetts
|
$229K
|
–
|
–
|
–
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
$173K
|
+$7.27K
|
+457
|
+5%
|
|
|
22
|
|
$162K
|
+$2.88K
|
+181
|
+2%
|
|
|
23
|
Optimum Investment Advisors
Chicago,
Illinois
|
$64K
|
-$7.96K
|
-500
|
-11%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$21K
|
+$20.1K
|
+1,262
|
New
|
|
|
25
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$16K
|
–
|
–
|
–
|
|
