|
1
|
BBVA USA Bancshares
Houston,
Texas
|
$10.5M
|
+$929K
|
+33,390
|
+10%
|
|
|
2
|
|
$10.3M
|
+$225K
|
+8,070
|
+2%
|
|
|
3
|
|
$4.44M
|
+$8.35K
|
+300
|
+0.2%
|
|
|
4
|
EP Wealth Advisors
Torrance,
California
|
$3.96M
|
+$3.73M
|
+134,175
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.08M
|
+$63.6K
|
+2,283
|
+2%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$2.3M
|
+$2.17M
|
+77,787
|
New
|
|
|
7
|
ProVise Management Group
Clearwater,
Florida
|
$1.93M
|
-$170K
|
-6,099
|
-9%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$1.65M
|
-$168K
|
-6,027
|
-10%
|
|
|
9
|
Valicenti Advisory Services
Elmira,
New York
|
$1.06M
|
+$999K
|
+35,880
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$977K
|
-$6.01K
|
-216
|
-0.6%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$926K
|
+$873K
|
+31,347
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$830K
|
-$276K
|
-9,909
|
-26%
|
|
|
13
|
Bison Wealth
Atlanta,
Georgia
|
$729K
|
+$687K
|
+24,678
|
New
|
|
|
14
|
|
$537K
|
-$55.2K
|
-1,983
|
-10%
|
|
|
15
|
Davenport & Co
Richmond,
Virginia
|
$456K
|
–
|
–
|
–
|
|
|
16
|
Concert Wealth Management
San Jose,
California
|
$419K
|
-$2.5K
|
-90
|
-0.6%
|
|
|
17
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$411K
|
+$387K
|
+13,908
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$403K
|
-$402K
|
-14,457
|
-51%
|
|
|
19
|
Gateway Advisory
Westfield,
New Jersey
|
$389K
|
–
|
–
|
–
|
|
|
20
|
First Allied Advisory Services
San Diego,
California
|
$373K
|
+$83.8K
|
+3,012
|
+32%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$299K
|
+$74.4K
|
+2,673
|
+36%
|
|
|
22
|
Legacy Private Trust
Neenah,
Wisconsin
|
$276K
|
+$1K
|
+36
|
+0.4%
|
|
|
23
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$267K
|
+$208K
|
+7,467
|
+463%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$216K
|
+$204K
|
+7,317
|
New
|
|
|
25
|
Liberty Capital Management
Birmingham,
Michigan
|
$202K
|
+$190K
|
+6,825
|
New
|
|
