|
1
|
Bank of America
Charlotte,
North Carolina
|
$83.1M
|
-$2.69M
|
-149,790
|
-3%
|
|
|
2
|
|
$59.7M
|
+$10.7M
|
+598,034
|
+21%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$45.4M
|
+$3.46M
|
+192,878
|
+8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$39.5M
|
-$1.93M
|
-107,500
|
-4%
|
|
|
5
|
IFP Advisors
Tampa,
Florida
|
$30.7M
|
–
|
–
|
–
|
|
|
6
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$26.7M
|
+$5.32M
|
+296,175
|
+24%
|
|
|
7
|
Guardian Point Capital
Charlottesville,
Virginia
|
$22.1M
|
-$13M
|
-725,000
|
-36%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$21.2M
|
+$9.58M
|
+533,389
|
+77%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$16M
|
+$3.01M
|
+167,837
|
+22%
|
|
|
10
|
UBP Investment Advisors
Geneva,
Switzerland
|
$14.3M
|
-$770K
|
-42,897
|
-5%
|
|
|
11
|
Waverton Investment Management
London,
United Kingdom
|
$12.1M
|
-$202K
|
-11,250
|
-2%
|
|
|
12
|
Eudaimonia Partners
Winchester,
Tennessee
|
$11.8M
|
+$4.81M
|
+267,997
|
+65%
|
|
|
13
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$11.4M
|
-$539K
|
-30,000
|
-4%
|
|
|
14
|
Cypress Capital
Franklin,
Tennessee
|
$10.6M
|
+$304K
|
+16,909
|
+3%
|
|
|
15
|
Allen Capital Group
Grand Island,
Nebraska
|
$10.2M
|
+$213K
|
+11,874
|
+2%
|
|
|
16
|
Worth Asset Management
Dallas,
Texas
|
$9.95M
|
+$1.07M
|
+59,794
|
+12%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$9.54M
|
+$2.43M
|
+135,108
|
+33%
|
|
|
18
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$9.4M
|
-$1.15M
|
-63,843
|
-11%
|
|
|
19
|
|
$9.24M
|
+$9.57M
|
+533,197
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.37M
|
+$2.96M
|
+164,906
|
+52%
|
|
|
21
|
Franklin Resources
San Mateo,
California
|
$7.58M
|
-$14K
|
-780
|
-0.2%
|
|
|
22
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$7.33M
|
+$2.15M
|
+119,945
|
+40%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.12M
|
-$808K
|
-44,988
|
-10%
|
|
|
24
|
|
$6.48M
|
-$221K
|
-12,307
|
-3%
|
|
|
25
|
Darwin Wealth Management
Tampa,
Florida
|
$6.33M
|
-$16.2M
|
-901,748
|
-71%
|
|
