|
1
|
|
$54.5M
|
-$1.42M
|
-99,092
|
-3%
|
|
|
2
|
Private Vista
Chicago,
Illinois
|
$26.4M
|
-$6M
|
-417,486
|
-19%
|
|
|
3
|
|
$21M
|
+$3.31M
|
+230,068
|
+19%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
-$206K
|
-14,309
|
-1%
|
|
|
5
|
Jones Financial Companies
Des Peres,
Missouri
|
$11M
|
+$1.58M
|
+109,892
|
+17%
|
|
|
6
|
Country Club Trust
Kansas City,
Missouri
|
$10.1M
|
-$527K
|
-36,668
|
-5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$9.73M
|
+$122K
|
+8,482
|
+1%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$7.35M
|
+$727K
|
+50,603
|
+11%
|
|
|
9
|
Creative Planning
Overland Park,
Kansas
|
$6.67M
|
-$188K
|
-13,089
|
-3%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$4.69M
|
+$710K
|
+49,403
|
+18%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$4.28M
|
-$962K
|
-66,897
|
-19%
|
|
|
12
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$3.65M
|
+$3.64M
|
+253,200
|
New
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$3.48M
|
+$3.48M
|
+241,845
|
New
|
|
|
14
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.71M
|
-$212K
|
-14,779
|
-7%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.36M
|
-$289K
|
-20,133
|
-11%
|
|
|
16
|
First American Trust
Santa Ana,
California
|
$2.22M
|
+$327K
|
+22,760
|
+17%
|
|
|
17
|
Advisor Group
Phoenix,
Arizona
|
$2.17M
|
-$4.74K
|
-330
|
-0.2%
|
|
|
18
|
Thomaspartners
Boston,
Massachusetts
|
$1.65M
|
-$110K
|
-7,661
|
-6%
|
|
|
19
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.4M
|
+$1.4M
|
+97,053
|
New
|
|
|
20
|
Boston Advisors
Boston,
Massachusetts
|
$1.32M
|
-$145K
|
-10,080
|
-10%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.25M
|
+$21.8K
|
+1,518
|
+2%
|
|
|
22
|
Janus Henderson Group
London,
|
$1.16M
|
+$1.15M
|
+80,324
|
New
|
|
|
23
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.08M
|
+$1.08M
|
+75,252
|
New
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$1.02M
|
+$628K
|
+43,689
|
+159%
|
|
|
25
|
Zions Bancorporation
Salt Lake City,
Utah
|
$994K
|
-$26.2K
|
-1,820
|
-3%
|
|
