|
1
|
Bank of America
Charlotte,
North Carolina
|
$60.8M
|
+$38.2M
|
+7,685,758
|
+181%
|
|
|
2
|
|
$16.4M
|
+$713K
|
+143,359
|
+5%
|
|
|
3
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.18M
|
+$945K
|
+189,973
|
+12%
|
|
|
4
|
KWMG LLC
Overland Park,
Kansas
|
$4.35M
|
+$270K
|
+54,230
|
+7%
|
|
|
5
|
Ancora Advisors
Cleveland,
Ohio
|
$3.99M
|
–
|
–
|
–
|
|
|
6
|
Sutton Wealth Advisors
Tampa,
Florida
|
$2.6M
|
-$932K
|
-187,354
|
-27%
|
|
|
7
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.85M
|
-$173K
|
-34,880
|
-9%
|
|
|
8
|
|
$1.54M
|
-$1.2M
|
-241,500
|
-44%
|
|
|
9
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.31M
|
-$10.7K
|
-2,145
|
-0.8%
|
|
|
10
|
United Capital Financial Advisors
Irving,
Texas
|
$1.15M
|
+$400K
|
+80,480
|
+56%
|
|
|
11
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$792K
|
-$39.8K
|
-8,000
|
-5%
|
|
|
12
|
Old Mission Capital
Chicago,
Illinois
|
$659K
|
+$643K
|
+129,273
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$621K
|
+$160K
|
+32,170
|
+36%
|
|
|
14
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$524K
|
-$188K
|
-37,706
|
-27%
|
|
|
15
|
Renaissance Group
Covington,
Kentucky
|
$488K
|
-$7.71K
|
-1,551
|
-2%
|
|
|
16
|
First National Trust
Hermitage,
Pennsylvania
|
$348K
|
–
|
–
|
–
|
|
|
17
|
Continuum Advisory
Eagle,
Idaho
|
$335K
|
-$31.9K
|
-6,412
|
-9%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$327K
|
-$24K
|
-4,828
|
-7%
|
|
|
19
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$327K
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$280K
|
-$523K
|
-105,158
|
-66%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$244K
|
+$69.6K
|
+13,985
|
+41%
|
|
|
22
|
Smith, Moore & Co
Clayton,
Missouri
|
$240K
|
–
|
–
|
–
|
|
|
23
|
|
$186K
|
-$12K
|
-2,416
|
-6%
|
|
|
24
|
CPWM LLC
Seattle,
Washington
|
$175K
|
–
|
–
|
–
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$170K
|
+$3.58K
|
+719
|
+2%
|
|
