|
1
|
|
$40M
|
+$375K
|
+35,185
|
+0.9%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$28.5M
|
-$715K
|
-67,077
|
-2%
|
|
|
3
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$26.5M
|
+$867K
|
+81,324
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$13.8M
|
+$644K
|
+60,386
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$8.01M
|
-$118K
|
-11,042
|
-1%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$7.65M
|
-$111K
|
-10,389
|
-1%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.04M
|
+$31.8K
|
+2,987
|
+0.5%
|
|
|
8
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$6.68M
|
-$129K
|
-12,090
|
-2%
|
|
|
9
|
VanEck Associates
New York
|
$4.98M
|
+$622K
|
+58,308
|
+14%
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$4.28M
|
+$34.2K
|
+3,205
|
+0.8%
|
|
|
11
|
Stockman Wealth Management
Billings,
Montana
|
$4.27M
|
+$329K
|
+30,850
|
+8%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.48M
|
-$209K
|
-19,610
|
-6%
|
|
|
13
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.29M
|
-$26.7K
|
-2,504
|
-0.8%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3M
|
-$34.6K
|
-3,250
|
-1%
|
|
|
15
|
Narwhal Capital Management
Marietta,
Georgia
|
$2.74M
|
+$21
|
+2
|
+0%
|
|
|
16
|
Cottage Street Advisors
Marion,
Massachusetts
|
$2.65M
|
+$1.03M
|
+97,000
|
+63%
|
|
|
17
|
Central Trust Company
Jefferson City,
Missouri
|
$2.46M
|
-$36.8K
|
-3,450
|
-1%
|
|
|
18
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$2.37M
|
+$2.38M
|
+223,500
|
New
|
|
|
19
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$2.34M
|
-$246K
|
-23,100
|
-9%
|
|
|
20
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$2.23M
|
-$83.7K
|
-7,850
|
-4%
|
|
|
21
|
James Investment Research
Alpha,
Ohio
|
$2.17M
|
–
|
–
|
–
|
|
|
22
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$2.07M
|
+$154K
|
+14,425
|
+8%
|
|
|
23
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$1.97M
|
-$5.33K
|
-500
|
-0.3%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.82M
|
+$332K
|
+31,136
|
+22%
|
|
|
25
|
William Blair & Company
Chicago,
Illinois
|
$1.78M
|
+$1.79M
|
+167,852
|
New
|
|
