|
1
|
|
$32.1M
|
-$1.35M
|
-86,956
|
-4%
|
|
|
2
|
|
$21.6M
|
-$1.81M
|
-117,019
|
-8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.4M
|
-$7.13M
|
-459,980
|
-32%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$10.8M
|
-$6.51K
|
-420
|
-0.1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$9.94M
|
+$14.7K
|
+947
|
+0.2%
|
|
|
6
|
First American Trust
Santa Ana,
California
|
$7.52M
|
-$175K
|
-11,276
|
-2%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$4.89M
|
-$810K
|
-52,257
|
-15%
|
|
|
8
|
Country Club Trust
Kansas City,
Missouri
|
$4.83M
|
-$1.85M
|
-119,355
|
-28%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$3.57M
|
+$310K
|
+19,979
|
+10%
|
|
|
10
|
Private Vista
Chicago,
Illinois
|
$3.18M
|
-$226K
|
-14,589
|
-7%
|
|
|
11
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$3M
|
+$131K
|
+8,426
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.26M
|
-$247K
|
-15,958
|
-10%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$2.2M
|
-$159K
|
-10,262
|
-7%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.13M
|
-$33.6K
|
-2,166
|
-2%
|
|
|
15
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.86M
|
-$73.2K
|
-4,720
|
-4%
|
|
|
16
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.83M
|
-$313K
|
-20,171
|
-15%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.83M
|
+$196K
|
+12,658
|
+12%
|
|
|
18
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.67M
|
-$462K
|
-29,786
|
-22%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.61M
|
+$131K
|
+8,482
|
+9%
|
|
|
20
|
Synovus Financial
Columbus,
Georgia
|
$1.61M
|
-$45.7K
|
-2,951
|
-3%
|
|
|
21
|
Diligent Investors
Redlands,
California
|
$1.58M
|
+$59.1K
|
+3,815
|
+4%
|
|
|
22
|
Mariner
Overland Park,
Kansas
|
$1.55M
|
-$15.5K
|
-999
|
-1%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.46M
|
-$54.1K
|
-3,488
|
-4%
|
|
|
24
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.45M
|
+$50.9K
|
+3,286
|
+4%
|
|
|
25
|
Citadel Advisors
Miami,
Florida
|
$1.45M
|
-$3.16M
|
-203,604
|
-69%
|
|
