|
1
|
Bank of America
Charlotte,
North Carolina
|
$80.6M
|
+$17.9M
|
+3,636,327
|
+30%
|
|
|
2
|
|
$14.1M
|
+$1.59M
|
+322,041
|
+13%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.21M
|
+$1.1M
|
+223,379
|
+37%
|
|
|
4
|
Ancora Advisors
Cleveland,
Ohio
|
$4M
|
–
|
–
|
–
|
|
|
5
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.9M
|
-$1.16M
|
-235,399
|
-24%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.74M
|
+$3.6M
|
+731,829
|
New
|
|
|
7
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.53M
|
+$400K
|
+81,336
|
+13%
|
|
|
8
|
Sutton Wealth Advisors
Tampa,
Florida
|
$3M
|
+$225K
|
+45,783
|
+8%
|
|
|
9
|
KWMG LLC
Overland Park,
Kansas
|
$2.02M
|
+$199K
|
+40,523
|
+11%
|
|
|
10
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.74M
|
+$20.1K
|
+4,091
|
+1%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.28M
|
+$652K
|
+132,450
|
+112%
|
|
|
12
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.11M
|
+$41.6K
|
+8,461
|
+4%
|
|
|
13
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$938K
|
+$263K
|
+53,477
|
+41%
|
|
|
14
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$901K
|
–
|
–
|
–
|
|
|
15
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$724K
|
–
|
–
|
–
|
|
|
16
|
|
$658K
|
+$633K
|
+128,677
|
New
|
|
|
17
|
HSBC Holdings
London,
United Kingdom
|
$543K
|
-$7.55M
|
-1,534,223
|
-94%
|
|
|
18
|
First National Trust
Hermitage,
Pennsylvania
|
$349K
|
–
|
–
|
–
|
|
|
19
|
Relative Value Partners Group
|
$348K
|
–
|
–
|
–
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$323K
|
–
|
–
|
–
|
|
|
21
|
Freedom Investment Management
Hartford,
Connecticut
|
$298K
|
+$197K
|
+40,025
|
+219%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$261K
|
+$118K
|
+23,953
|
+89%
|
|
|
23
|
Smith, Moore & Co
Clayton,
Missouri
|
$240K
|
–
|
–
|
–
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$224K
|
+$26.9K
|
+5,462
|
+14%
|
|
|
25
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$189K
|
–
|
–
|
–
|
|
