|
1
|
Bank of America
Charlotte,
North Carolina
|
$71.3M
|
-$147K
|
-10,971
|
-0.2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$18.1M
|
+$11.1M
|
+829,867
|
+152%
|
|
|
3
|
|
$16.8M
|
+$96.3K
|
+7,193
|
+0.6%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$15.1M
|
-$475K
|
-35,445
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.16M
|
-$11.6M
|
-869,421
|
-58%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$4.53M
|
-$46.7K
|
-3,485
|
-1%
|
|
|
7
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$3.33M
|
-$38.5K
|
-2,878
|
-1%
|
|
|
8
|
|
$2.87M
|
+$2.19M
|
+163,835
|
+304%
|
|
|
9
|
Credit Suisse
Zurich,
Switzerland
|
$2.82M
|
+$1.34M
|
+100,058
|
+88%
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.59M
|
-$61.8K
|
-4,616
|
-2%
|
|
|
11
|
Synovus Financial
Columbus,
Georgia
|
$2.33M
|
+$111K
|
+8,290
|
+5%
|
|
|
12
|
|
$2.31M
|
-$461K
|
-34,408
|
-16%
|
|
|
13
|
GHP Investment Advisors
Denver,
Colorado
|
$2.2M
|
-$61.1K
|
-4,566
|
-3%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.04M
|
-$43.1K
|
-3,215
|
-2%
|
|
|
15
|
IMA Advisory Services
Denver,
Colorado
|
$1.42M
|
+$806K
|
+60,185
|
+127%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.28M
|
+$39.5K
|
+2,950
|
+3%
|
|
|
17
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.26M
|
–
|
–
|
–
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.13M
|
-$407K
|
-30,381
|
-26%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.1M
|
+$113K
|
+8,437
|
+11%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$986K
|
–
|
–
|
–
|
|
|
21
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$983K
|
–
|
–
|
–
|
|
|
22
|
SouthState Corp
Winter Haven,
Florida
|
$835K
|
-$41.6K
|
-3,105
|
-5%
|
|
|
23
|
Baring Asset Management
London,
United Kingdom
|
$806K
|
-$1.17K
|
-87
|
-0.1%
|
|
|
24
|
First Allied Advisory Services
San Diego,
California
|
$763K
|
+$44.5K
|
+3,321
|
+6%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$760K
|
-$40.5K
|
-3,021
|
-5%
|
|
