|
1
|
|
$29.4M
|
-$29.5M
|
-1,947,088
|
-50%
|
|
|
2
|
|
$29.2M
|
+$2.33M
|
+153,596
|
+9%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
+$945K
|
+62,285
|
+5%
|
|
|
4
|
Private Vista
Chicago,
Illinois
|
$16.4M
|
-$4.79M
|
-315,955
|
-23%
|
|
|
5
|
Country Club Trust
Kansas City,
Missouri
|
$14.2M
|
+$2.78M
|
+183,212
|
+25%
|
|
|
6
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.6M
|
-$223K
|
-14,716
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$786K
|
+51,796
|
+8%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$9.28M
|
+$1.29M
|
+84,877
|
+16%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$7.92M
|
+$2.09M
|
+137,946
|
+37%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$6.47M
|
-$298K
|
-19,661
|
-4%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$6.26M
|
-$552K
|
-36,405
|
-8%
|
|
|
12
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$5.93M
|
+$1.73M
|
+114,100
|
+42%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.06M
|
+$329K
|
+21,660
|
+9%
|
|
|
14
|
Peak Capital Management
Greenwood Village,
Colorado
|
$3M
|
+$2.96M
|
+195,331
|
New
|
|
|
15
|
First American Trust
Santa Ana,
California
|
$2.93M
|
+$347K
|
+22,873
|
+14%
|
|
|
16
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.55M
|
-$66.9K
|
-4,409
|
-3%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.44M
|
+$409K
|
+26,982
|
+20%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.23M
|
-$648K
|
-42,718
|
-23%
|
|
|
19
|
Advisor Group
Phoenix,
Arizona
|
$1.94M
|
-$372K
|
-24,553
|
-16%
|
|
|
20
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.74M
|
+$78K
|
+5,143
|
+5%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.72M
|
+$504K
|
+33,210
|
+42%
|
|
|
22
|
Thomaspartners
Boston,
Massachusetts
|
$1.69M
|
-$74.2K
|
-4,892
|
-4%
|
|
|
23
|
Synovus Financial
Columbus,
Georgia
|
$1.66M
|
-$13.7K
|
-900
|
-0.8%
|
|
|
24
|
Janus Henderson Group
London,
|
$1.59M
|
–
|
–
|
–
|
|
|
25
|
|
$1.11M
|
–
|
–
|
–
|
|
