|
1
|
Bank of America
Charlotte,
North Carolina
|
$76.1M
|
+$7.84M
|
+602,268
|
+11%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$17.5M
|
+$82.5K
|
+6,337
|
+0.5%
|
|
|
3
|
United Capital Financial Advisors
Irving,
Texas
|
$14.3M
|
-$262K
|
-20,157
|
-2%
|
|
|
4
|
|
$13.7M
|
-$2.45M
|
-188,262
|
-15%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$8.47M
|
+$651K
|
+50,017
|
+8%
|
|
|
6
|
Merriman Wealth Management
Seattle,
Washington
|
$6.71M
|
+$6.89M
|
+529,358
|
New
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$5.7M
|
+$3.07M
|
+235,579
|
+110%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.18M
|
-$315K
|
-24,209
|
-7%
|
|
|
9
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$3.2M
|
-$7.79K
|
-599
|
-0.2%
|
|
|
10
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.44M
|
-$51.7K
|
-3,970
|
-2%
|
|
|
11
|
GHP Investment Advisors
Denver,
Colorado
|
$2.25M
|
+$123K
|
+9,465
|
+6%
|
|
|
12
|
Synovus Financial
Columbus,
Georgia
|
$2.22M
|
-$23.4K
|
-1,799
|
-1%
|
|
|
13
|
|
$1.98M
|
-$254K
|
-19,505
|
-11%
|
|
|
14
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.95M
|
-$11.2K
|
-860
|
-0.6%
|
|
|
15
|
|
$1.41M
|
-$1.39M
|
-106,514
|
-49%
|
|
|
16
|
IMA Advisory Services
Denver,
Colorado
|
$1.28M
|
-$47.9K
|
-3,680
|
-3%
|
|
|
17
|
|
$1.22M
|
+$994K
|
+76,411
|
+390%
|
|
|
18
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.22M
|
+$9.11K
|
+700
|
+0.7%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.21M
|
-$19.5K
|
-1,500
|
-2%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$969K
|
-$119K
|
-9,110
|
-11%
|
|
|
21
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$944K
|
–
|
–
|
–
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$926K
|
-$139K
|
-10,657
|
-13%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$908K
|
+$158K
|
+12,119
|
+20%
|
|
|
24
|
SouthState Corp
Winter Haven,
Florida
|
$785K
|
-$18.2K
|
-1,396
|
-2%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$694K
|
–
|
–
|
–
|
|
