|
1
|
|
$27.6M
|
-$503K
|
-30,732
|
-2%
|
|
|
2
|
|
$21.5M
|
-$858K
|
-52,424
|
-4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
-$488K
|
-29,838
|
-3%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
+$1.1M
|
+67,077
|
+9%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$12M
|
+$325K
|
+19,857
|
+3%
|
|
|
6
|
First American Trust
Santa Ana,
California
|
$8.21M
|
-$519K
|
-31,701
|
-6%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$5.12M
|
-$172K
|
-10,507
|
-3%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.83M
|
+$372K
|
+22,719
|
+9%
|
|
|
9
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$4.42M
|
+$922K
|
+56,355
|
+28%
|
|
|
10
|
Country Club Trust
Kansas City,
Missouri
|
$4.14M
|
-$247K
|
-15,071
|
-6%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.1M
|
+$359K
|
+21,943
|
+10%
|
|
|
12
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$2.94M
|
+$2.87M
|
+175,590
|
New
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$2.88M
|
+$113K
|
+6,905
|
+4%
|
|
|
14
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$2.85M
|
+$704K
|
+43,042
|
+35%
|
|
|
15
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.69M
|
+$121K
|
+7,408
|
+5%
|
|
|
16
|
High Falls Advisors
Rochester,
New York
|
$2.65M
|
+$570K
|
+34,860
|
+29%
|
|
|
17
|
Next Financial Group
Houston,
Texas
|
$2.38M
|
+$360K
|
+21,982
|
+19%
|
|
|
18
|
Royal Harbor Partners
Houston,
Texas
|
$2.28M
|
+$2.18M
|
+133,411
|
New
|
|
|
19
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$2.26M
|
-$10.3K
|
-627
|
-0.5%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.25M
|
+$70.5K
|
+4,311
|
+3%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.15M
|
-$61.8K
|
-3,780
|
-3%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$2.08M
|
+$1.09M
|
+66,910
|
+121%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
$1.84M
|
+$1.77M
|
+108,075
|
New
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$1.84M
|
+$66.9K
|
+4,090
|
+4%
|
|
|
25
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.79M
|
-$76K
|
-4,649
|
-4%
|
|
