|
1
|
|
$1.01B
|
-$178M
|
-2,857,184
|
-15%
|
|
|
2
|
Balentine LLC
Atlanta,
Georgia
|
$311M
|
-$4.07M
|
-65,405
|
-1%
|
|
|
3
|
|
$264M
|
-$3.83M
|
-61,460
|
-1%
|
|
|
4
|
Bank of New York Mellon
New York
|
$223M
|
+$58M
|
+931,158
|
+33%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$162M
|
-$5.88M
|
-94,402
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$116M
|
-$16.8M
|
-270,277
|
-12%
|
|
|
7
|
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
|
$98.8M
|
+$250K
|
+4,012
|
+0.2%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$69.1M
|
-$1.37M
|
-22,052
|
-2%
|
|
|
9
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$53.7M
|
+$54.8M
|
+880,952
|
+6,956%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$50.7M
|
-$2.65M
|
-42,483
|
-5%
|
|
|
11
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$50.1M
|
-$2.21M
|
-35,524
|
-5%
|
|
|
12
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$41.9M
|
+$4.04M
|
+64,911
|
+10%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$41.3M
|
-$1.57M
|
-25,227
|
-4%
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$37.7M
|
-$22.6M
|
-362,828
|
-37%
|
|
|
15
|
IHT Wealth Management
Chicago,
Illinois
|
$37.3M
|
+$3.66M
|
+58,732
|
+10%
|
|
|
16
|
Raymond James Financial
St Petersburg,
Florida
|
$27.4M
|
-$5.25M
|
-84,398
|
-16%
|
|
|
17
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$26.4M
|
-$1,000K
|
-16,061
|
-4%
|
|
|
18
|
Brookstone Capital Management
Wheaton,
Illinois
|
$25.1M
|
+$157K
|
+2,529
|
+0.6%
|
|
|
19
|
Daido Life Insurance Company
Osaka,
Japan
|
$24.2M
|
–
|
–
|
–
|
|
|
20
|
Ashton Thomas Securities
Rochester,
New York
|
$23.4M
|
+$997K
|
+16,008
|
+4%
|
|
|
21
|
Financial Enhancement Group
Anderson,
Indiana
|
$22.4M
|
+$825K
|
+13,254
|
+4%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$20.5M
|
-$693K
|
-11,123
|
-3%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
-$3.96M
|
-63,558
|
-16%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$19.6M
|
+$480K
|
+7,703
|
+2%
|
|
|
25
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$19.2M
|
+$3.43M
|
+55,100
|
+21%
|
|
