|
1
|
Bank of America
Charlotte,
North Carolina
|
$169M
|
-$1.83M
|
-36,150
|
-1%
|
|
|
2
|
Bramshill Investments
Naples,
Florida
|
$163M
|
+$13.1M
|
+258,816
|
+9%
|
|
|
3
|
|
$145M
|
+$26.7M
|
+527,229
|
+22%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$129M
|
+$7.26M
|
+143,128
|
+6%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$111M
|
+$7.25M
|
+142,965
|
+7%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$98.2M
|
+$17.3M
|
+342,089
|
+21%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$67.2M
|
+$67.5M
|
+1,331,095
|
New
|
|
|
8
|
TAP Consulting
Kirkwood,
Missouri
|
$64.6M
|
-$4.88M
|
-96,263
|
-7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$54.5M
|
+$6.11M
|
+120,419
|
+13%
|
|
|
10
|
|
$48M
|
-$30.3M
|
-597,761
|
-39%
|
|
|
11
|
Donaldson Capital Management
Evansville,
Indiana
|
$30.6M
|
-$942K
|
-18,574
|
-3%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$27M
|
+$25.8M
|
+507,860
|
+1,926%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$26.9M
|
+$2.21M
|
+43,613
|
+9%
|
|
|
14
|
Renaissance Technologies
New York
|
$26.6M
|
-$13.8M
|
-272,500
|
-34%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.2M
|
+$2.58M
|
+50,795
|
+11%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$23M
|
+$3.15M
|
+62,208
|
+16%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.7M
|
-$2.04M
|
-40,275
|
-9%
|
|
|
18
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.2M
|
-$2.65M
|
-52,251
|
-13%
|
|
|
19
|
Members Advisory Group
Williamsville,
New York
|
$18M
|
+$18.1M
|
+357,251
|
New
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.5M
|
-$3.06M
|
-60,289
|
-13%
|
|
|
21
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$16.5M
|
+$16.6M
|
+326,553
|
New
|
|
|
22
|
Securian Asset Management
St Paul,
Minnesota
|
$16.1M
|
–
|
–
|
–
|
|
|
23
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$15.3M
|
+$1.57M
|
+30,970
|
+11%
|
|
|
24
|
KWMG LLC
Overland Park,
Kansas
|
$13.8M
|
+$188K
|
+3,699
|
+1%
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.2M
|
-$41.6K
|
-821
|
-0.3%
|
|
