|
1
|
Bank of America
Charlotte,
North Carolina
|
$173M
|
-$4.1M
|
-80,682
|
-2%
|
|
|
2
|
Bramshill Investments
Naples,
Florida
|
$152M
|
+$13.8M
|
+271,798
|
+10%
|
|
|
3
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$123M
|
+$3.72M
|
+73,269
|
+3%
|
|
|
4
|
|
$120M
|
+$7.89M
|
+155,326
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$105M
|
+$6.46M
|
+127,069
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$82.1M
|
-$6.97M
|
-137,126
|
-8%
|
|
|
7
|
|
$79.4M
|
+$2.6M
|
+51,158
|
+3%
|
|
|
8
|
TAP Consulting
Kirkwood,
Missouri
|
$70.5M
|
+$8.52M
|
+167,564
|
+14%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$68.1M
|
+$806K
|
+15,856
|
+1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$49.2M
|
+$1.38M
|
+27,145
|
+3%
|
|
|
11
|
Renaissance Technologies
New York
|
$40.9M
|
+$11.5M
|
+226,700
|
+40%
|
|
|
12
|
Donaldson Capital Management
Evansville,
Indiana
|
$32M
|
+$2.07M
|
+40,738
|
+7%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.1M
|
+$1.93M
|
+38,036
|
+8%
|
|
|
14
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.9M
|
+$6.22M
|
+122,308
|
+34%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.1M
|
-$460K
|
-9,049
|
-2%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$23M
|
-$10.8M
|
-212,724
|
-32%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.1M
|
-$763K
|
-15,013
|
-4%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$21.1M
|
-$6.57M
|
-129,309
|
-24%
|
|
|
19
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.8M
|
-$2.91M
|
-57,348
|
-11%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.1M
|
-$13.1M
|
-257,222
|
-40%
|
|
|
21
|
Securian Asset Management
St Paul,
Minnesota
|
$16.3M
|
–
|
–
|
–
|
|
|
22
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$14M
|
+$1.57M
|
+30,928
|
+13%
|
|
|
23
|
KWMG LLC
Overland Park,
Kansas
|
$13.8M
|
+$510K
|
+10,042
|
+4%
|
|
|
24
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.4M
|
-$335K
|
-6,601
|
-3%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$11.9M
|
+$1.02M
|
+19,982
|
+9%
|
|
