|
1
|
|
$167M
|
-$6.55M
|
-127,955
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$150M
|
-$29.7M
|
-581,038
|
-16%
|
|
|
3
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$149M
|
+$6.19M
|
+120,936
|
+4%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$138M
|
-$130K
|
-2,534
|
-0.1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$136M
|
-$7.41M
|
-144,789
|
-5%
|
|
|
6
|
Bramshill Investments
Naples,
Florida
|
$125M
|
-$3.36M
|
-65,665
|
-3%
|
|
|
7
|
|
$116M
|
+$33.5M
|
+654,709
|
+40%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$82.4M
|
+$13.6M
|
+264,887
|
+20%
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$65M
|
+$7.91M
|
+154,611
|
+14%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$59.3M
|
+$4.89M
|
+95,510
|
+9%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$58.3M
|
+$10.1M
|
+197,581
|
+21%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$50.5M
|
+$5.03M
|
+98,340
|
+11%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.1M
|
+$4.81M
|
+93,989
|
+20%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$26.6M
|
-$8.79M
|
-171,795
|
-25%
|
|
|
15
|
United Services Automobile Association
San Antonio,
Texas
|
$25.1M
|
–
|
–
|
–
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.5M
|
-$4.5M
|
-87,962
|
-16%
|
|
|
17
|
NewEdge Advisors
New Orleans,
Louisiana
|
$24M
|
+$3.93M
|
+76,841
|
+20%
|
|
|
18
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$22.6M
|
+$317K
|
+6,200
|
+1%
|
|
|
19
|
Donaldson Capital Management
Evansville,
Indiana
|
$21.8M
|
-$1.16M
|
-22,699
|
-5%
|
|
|
20
|
Americana Partners
Houston,
Texas
|
$21.5M
|
+$237K
|
+4,633
|
+1%
|
|
|
21
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$20.7M
|
+$2.58M
|
+50,491
|
+14%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.8M
|
+$2.43M
|
+47,496
|
+17%
|
|
|
23
|
KWMG LLC
Overland Park,
Kansas
|
$15.4M
|
+$699K
|
+13,655
|
+5%
|
|
|
24
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$15M
|
+$716K
|
+13,985
|
+5%
|
|
|
25
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$14.8M
|
–
|
–
|
–
|
|
