|
1
|
Bank of America
Charlotte,
North Carolina
|
$179M
|
+$14.4M
|
+284,084
|
+9%
|
|
|
2
|
|
$162M
|
+$25M
|
+492,412
|
+18%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$133M
|
+$14.2M
|
+280,288
|
+12%
|
|
|
4
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$133M
|
-$322K
|
-6,336
|
-0.2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$131M
|
+$8.65M
|
+170,353
|
+7%
|
|
|
6
|
Bramshill Investments
Naples,
Florida
|
$126M
|
-$51.4M
|
-1,011,348
|
-29%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$59.4M
|
+$1.43M
|
+28,126
|
+2%
|
|
|
8
|
|
$51.5M
|
+$8.26M
|
+162,688
|
+19%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$49.9M
|
-$18.5M
|
-364,078
|
-27%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$46.9M
|
+$8.49M
|
+167,210
|
+22%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$41.6M
|
+$5.56M
|
+109,514
|
+16%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$37.7M
|
+$8.85M
|
+174,240
|
+31%
|
|
|
13
|
Summit Financial
Parsippany,
New Jersey
|
$36.3M
|
-$447K
|
-8,804
|
-1%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$33.1M
|
+$21.1M
|
+415,587
|
+179%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.1M
|
-$566K
|
-11,152
|
-2%
|
|
|
16
|
Donaldson Capital Management
Evansville,
Indiana
|
$25.8M
|
-$3.46M
|
-68,161
|
-12%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.5M
|
-$4.44M
|
-87,485
|
-15%
|
|
|
18
|
Americana Partners
Houston,
Texas
|
$20M
|
+$663K
|
+13,057
|
+3%
|
|
|
19
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$18.6M
|
+$3.56M
|
+70,118
|
+24%
|
|
|
20
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.5M
|
+$465K
|
+9,161
|
+3%
|
|
|
21
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$17.7M
|
-$577K
|
-11,358
|
-3%
|
|
|
22
|
Renaissance Technologies
New York
|
$17.3M
|
-$17.4M
|
-343,507
|
-50%
|
|
|
23
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$17.3M
|
+$660K
|
+12,996
|
+4%
|
|
|
24
|
Securian Asset Management
St Paul,
Minnesota
|
$16.3M
|
–
|
–
|
–
|
|
|
25
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$16.2M
|
+$3.08M
|
+60,556
|
+24%
|
|
