|
1
|
|
$26.5M
|
-$601K
|
-37,760
|
-2%
|
|
|
2
|
|
$21M
|
-$380K
|
-23,842
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.3M
|
-$343K
|
-21,559
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$12.4M
|
+$614K
|
+38,587
|
+5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$10.9M
|
+$385K
|
+24,189
|
+4%
|
|
|
6
|
First American Trust
Santa Ana,
California
|
$8.22M
|
+$709K
|
+44,511
|
+10%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$4.99M
|
+$153K
|
+9,635
|
+3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.17M
|
+$376K
|
+23,599
|
+10%
|
|
|
9
|
Country Club Trust
Kansas City,
Missouri
|
$4.14M
|
-$400K
|
-25,114
|
-9%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.5M
|
+$2.45K
|
+154
|
+0.1%
|
|
|
11
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$3.25M
|
+$187K
|
+11,713
|
+6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$2.6M
|
+$249K
|
+15,625
|
+11%
|
|
|
13
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.41M
|
+$817K
|
+51,310
|
+52%
|
|
|
14
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$2.13M
|
-$42K
|
-2,637
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.09M
|
+$76.6K
|
+4,810
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.04M
|
+$95.3K
|
+5,987
|
+5%
|
|
|
17
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.99M
|
+$125K
|
+7,843
|
+7%
|
|
|
18
|
High Falls Advisors
Rochester,
New York
|
$1.93M
|
+$259K
|
+16,270
|
+16%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.93M
|
+$1.92M
|
+120,312
|
New
|
|
|
20
|
Next Financial Group
Houston,
Texas
|
$1.88M
|
+$623K
|
+39,095
|
+50%
|
|
|
21
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.76M
|
-$65.4K
|
-4,106
|
-4%
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$1.66M
|
+$1.47M
|
+92,250
|
+817%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.62M
|
-$34.6K
|
-2,170
|
-2%
|
|
|
24
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$1.55M
|
-$54.9K
|
-3,450
|
-3%
|
|
|
25
|
|
$1.5M
|
+$1.48M
|
+93,249
|
New
|
|
