|
1
|
|
$24.5M
|
+$8.27M
|
+540,084
|
+33%
|
|
|
2
|
|
$15M
|
+$995K
|
+64,987
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$10.2M
|
+$3.06M
|
+200,172
|
+29%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
-$388K
|
-25,338
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.07M
|
-$622K
|
-40,639
|
-5%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$6.7M
|
+$9M
|
+588,223
|
New
|
|
|
7
|
First American Trust
Santa Ana,
California
|
$5.55M
|
+$126K
|
+8,250
|
+2%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.85M
|
+$5.02M
|
+327,637
|
+2,783%
|
|
|
9
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$3.19M
|
+$338K
|
+22,100
|
+9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$3.02M
|
-$262K
|
-17,093
|
-6%
|
|
|
11
|
Creative Planning
Overland Park,
Kansas
|
$2.66M
|
-$1.01M
|
-66,027
|
-22%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.61M
|
-$163K
|
-10,656
|
-4%
|
|
|
13
|
|
$2.4M
|
+$3.23M
|
+211,086
|
New
|
|
|
14
|
Synovus Financial
Columbus,
Georgia
|
$2.22M
|
+$1.35M
|
+88,139
|
+82%
|
|
|
15
|
Country Club Trust
Kansas City,
Missouri
|
$2.08M
|
-$887K
|
-57,927
|
-24%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1.94M
|
+$23.6K
|
+1,544
|
+0.9%
|
|
|
17
|
High Falls Advisors
Rochester,
New York
|
$1.93M
|
+$220K
|
+14,390
|
+9%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.68M
|
+$337K
|
+21,994
|
+17%
|
|
|
19
|
Next Financial Group
Houston,
Texas
|
$1.66M
|
+$102K
|
+6,664
|
+5%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.43M
|
+$1.93M
|
+126,391
|
New
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.43M
|
-$87.6K
|
-5,724
|
-4%
|
|
|
22
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$1.36M
|
+$270K
|
+17,624
|
+18%
|
|
|
23
|
Mariner
Overland Park,
Kansas
|
$1.3M
|
+$283K
|
+18,501
|
+19%
|
|
|
24
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.27M
|
+$1.72M
|
+112,194
|
New
|
|
|
25
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.25M
|
+$356K
|
+23,256
|
+27%
|
|
