|
1
|
Country Trust Bank
Bloomington,
Illinois
|
$78.4M
|
–
|
–
|
–
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.1M
|
-$235K
|
-7,358
|
-2%
|
|
|
3
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
+$7.36K
|
+230
|
+0.1%
|
|
|
4
|
Bison Wealth
Atlanta,
Georgia
|
$5.45M
|
+$1.01M
|
+31,701
|
+24%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.82M
|
-$76.9K
|
-2,403
|
-2%
|
|
|
6
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.75M
|
+$78.2K
|
+2,446
|
+3%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.97M
|
-$13.7K
|
-429
|
-0.7%
|
|
|
8
|
|
$1.66M
|
+$1.04M
|
+32,573
|
+183%
|
|
|
9
|
Private Advisor Group
Morristown,
New Jersey
|
$1.15M
|
+$10.7K
|
+334
|
+1%
|
|
|
10
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$537K
|
+$521K
|
+16,297
|
New
|
|
|
11
|
Columbia Trust
Portland,
Oregon
|
$469K
|
–
|
–
|
–
|
|
|
12
|
Waterloo Capital
Austin,
Texas
|
$420K
|
+$408K
|
+12,758
|
New
|
|
|
13
|
Old Mission Capital
Chicago,
Illinois
|
$384K
|
-$45.7K
|
-1,429
|
-11%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$350K
|
-$6.46K
|
-202
|
-2%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$270K
|
-$6.91K
|
-216
|
-3%
|
|
|
16
|
MRP Capital Investments
Alpharetta,
Georgia
|
$252K
|
+$18.5K
|
+577
|
+8%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$195K
|
-$186K
|
-5,824
|
-50%
|
|
|
18
|
Sandy Spring Bank
Olney,
Maryland
|
$187K
|
+$800
|
+25
|
+0.4%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$106K
|
-$26.4K
|
-826
|
-20%
|
|
|
20
|
|
$76K
|
–
|
–
|
–
|
|
|
21
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$25.2K
|
-$12.3K
|
-383
|
-33%
|
|
|
22
|
IFP Advisors
Tampa,
Florida
|
$19.8K
|
+$1.79K
|
+56
|
+8%
|
|
|
23
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$1.48K
|
+$1.44K
|
+45
|
New
|
|
|
24
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
–
|
-$78.6M
|
-2,578,341
|
Closed
|
|
|
25
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$3.63M
|
-119,154
|
Closed
|
|
