|
1
|
|
$78.8M
|
+$36.1M
|
+1,391,582
|
+83%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.9M
|
+$9.09M
|
+349,926
|
+48%
|
|
|
3
|
|
$26M
|
-$4.77M
|
-183,611
|
-15%
|
|
|
4
|
|
$24.5M
|
-$1.17M
|
-44,971
|
-5%
|
|
|
5
|
AJ Wealth Strategies
New York
|
$23.1M
|
+$23.3M
|
+896,543
|
New
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$16.1M
|
+$3M
|
+115,558
|
+23%
|
|
|
7
|
Flaharty Asset Management
Clearwater,
Florida
|
$11.5M
|
+$2.15M
|
+82,706
|
+23%
|
|
|
8
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$7.74M
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$7.57M
|
-$154K
|
-5,942
|
-2%
|
|
|
10
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.33M
|
+$259K
|
+9,952
|
+4%
|
|
|
11
|
|
$6.54M
|
+$3.25M
|
+125,094
|
+97%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.63M
|
-$2.33M
|
-89,791
|
-29%
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$5.56M
|
-$228K
|
-8,780
|
-4%
|
|
|
14
|
Segment Wealth Management
Houston,
Texas
|
$4.98M
|
+$269K
|
+10,370
|
+6%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.54M
|
+$477K
|
+18,346
|
+12%
|
|
|
16
|
Lion Street Advisors
Austin,
Texas
|
$4.46M
|
+$2.72M
|
+104,890
|
+160%
|
|
|
17
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.79M
|
-$78.5K
|
-3,022
|
-2%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$3.67M
|
+$517K
|
+19,890
|
+16%
|
|
|
19
|
SSI Investment Management
Los Angeles,
California
|
$3.15M
|
-$87K
|
-3,350
|
-3%
|
|
|
20
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.14M
|
-$299K
|
-11,499
|
-9%
|
|
|
21
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$2.85M
|
+$2.87M
|
+110,510
|
New
|
|
|
22
|
IHT Wealth Management
Chicago,
Illinois
|
$2.67M
|
+$2.7M
|
+103,814
|
New
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.64M
|
-$894K
|
-34,397
|
-25%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$2.63M
|
-$59.5K
|
-2,289
|
-2%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.61M
|
-$843K
|
-32,464
|
-24%
|
|
