|
1
|
|
$1.03B
|
-$115M
|
-1,733,404
|
-10%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
$358M
|
+$2.62M
|
+39,532
|
+0.8%
|
|
|
3
|
|
$278M
|
-$22.9M
|
-344,933
|
-8%
|
|
|
4
|
Bank of New York Mellon
New York
|
$257M
|
+$2.61M
|
+39,399
|
+1%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$181M
|
-$3.72M
|
-56,118
|
-2%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
-$16.3M
|
-245,037
|
-13%
|
|
|
7
|
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
|
$113M
|
+$240K
|
+3,620
|
+0.2%
|
|
|
8
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$90.9M
|
+$88M
|
+1,326,112
|
New
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$81M
|
+$2.12M
|
+31,915
|
+3%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$53.9M
|
-$3.75M
|
-56,478
|
-7%
|
|
|
11
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$52.7M
|
+$4.73M
|
+71,292
|
+10%
|
|
|
12
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$51.1M
|
-$1.53M
|
-23,048
|
-3%
|
|
|
13
|
IHT Wealth Management
Chicago,
Illinois
|
$49.1M
|
+$6.38M
|
+96,182
|
+15%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$44.6M
|
-$2.35M
|
-35,409
|
-5%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$43.3M
|
+$351K
|
+5,287
|
+0.9%
|
|
|
16
|
LM Advisors
San Diego,
California
|
$39.3M
|
+$35.8M
|
+538,842
|
+1,508%
|
|
|
17
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$31.7M
|
+$14.4M
|
+217,055
|
+88%
|
|
|
18
|
Raymond James Financial
St Petersburg,
Florida
|
$29.9M
|
-$1.34M
|
-20,230
|
-4%
|
|
|
19
|
Brookstone Capital Management
Wheaton,
Illinois
|
$28.6M
|
-$20.4K
|
-307
|
-0.1%
|
|
|
20
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$28.3M
|
-$1.79M
|
-26,941
|
-6%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$28.2M
|
+$5.66M
|
+85,233
|
+26%
|
|
|
22
|
Ashton Thomas Securities
Rochester,
New York
|
$27.9M
|
+$1.1M
|
+16,550
|
+4%
|
|
|
23
|
Daido Life Insurance Company
Osaka,
Japan
|
$27.6M
|
–
|
–
|
–
|
|
|
24
|
Financial Enhancement Group
Anderson,
Indiana
|
$25.1M
|
+$1.44M
|
+21,754
|
+6%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$25M
|
+$1.84M
|
+27,702
|
+8%
|
|
