|
1
|
Bank of America
Charlotte,
North Carolina
|
$12.9M
|
+$2.58M
|
+109,259
|
+23%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$12.8M
|
-$3.74M
|
-158,581
|
-22%
|
|
|
3
|
|
$12.2M
|
+$12.8M
|
+542,880
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$10.4M
|
-$111K
|
-4,707
|
-1%
|
|
|
5
|
|
$5.7M
|
+$5.12M
|
+216,695
|
+592%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.18M
|
+$4.44M
|
+188,017
|
+446%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.73M
|
+$247K
|
+10,439
|
+7%
|
|
|
8
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$3.44M
|
-$625K
|
-26,464
|
-15%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.27M
|
+$3.09M
|
+130,797
|
+908%
|
|
|
10
|
Richard C. Young & Co
Newport,
Rhode Island
|
$3.08M
|
-$14.4K
|
-610
|
-0.4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.75M
|
+$1.77M
|
+74,771
|
+157%
|
|
|
12
|
Capital Bank & Trust
Irvine,
California
|
$2.3M
|
+$491K
|
+20,800
|
+25%
|
|
|
13
|
Renaissance Technologies
New York
|
$2.24M
|
+$2.35M
|
+99,500
|
New
|
|
|
14
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.79M
|
-$459K
|
-19,426
|
-20%
|
|
|
15
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.45M
|
+$1.52M
|
+64,459
|
New
|
|
|
16
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.43M
|
+$105K
|
+4,443
|
+7%
|
|
|
17
|
Hudock Inc
Williamsport,
Pennsylvania
|
$1.2M
|
–
|
–
|
–
|
|
|
18
|
Camelot Portfolios
Maumee,
Ohio
|
$1.17M
|
+$1.23M
|
+52,167
|
New
|
|
|
19
|
Retirement Group
San Diego,
California
|
$1.09M
|
+$90.1K
|
+3,814
|
+9%
|
|
|
20
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.05M
|
+$21.3K
|
+900
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.01M
|
-$33.1K
|
-1,403
|
-3%
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$910K
|
+$956K
|
+40,482
|
New
|
|
|
23
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$898K
|
+$943K
|
+39,940
|
New
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$744K
|
-$369K
|
-15,625
|
-32%
|
|
|
25
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$652K
|
-$90.3K
|
-3,822
|
-12%
|
|
