|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.6M
|
+$1.77M
|
+74,984
|
+13%
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$15.1M
|
+$572K
|
+24,195
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$12.5M
|
+$717K
|
+30,322
|
+7%
|
|
|
4
|
|
$11.2M
|
+$10.4M
|
+439,544
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.89M
|
+$931K
|
+39,370
|
+17%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$4.67M
|
+$397K
|
+16,785
|
+10%
|
|
|
7
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$4.02M
|
+$99.9K
|
+4,225
|
+3%
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.45M
|
-$244K
|
-10,307
|
-7%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.24M
|
+$107K
|
+4,512
|
+4%
|
|
|
10
|
Richard C. Young & Co
Newport,
Rhode Island
|
$2.91M
|
-$540K
|
-22,837
|
-17%
|
|
|
11
|
Capital Bank & Trust
Irvine,
California
|
$2.62M
|
–
|
–
|
–
|
|
|
12
|
|
$2.6M
|
-$3.58M
|
-151,625
|
-60%
|
|
|
13
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.99M
|
-$33.3K
|
-1,410
|
-2%
|
|
|
14
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.7M
|
+$46.2K
|
+1,956
|
+3%
|
|
|
15
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.63M
|
-$1.06K
|
-45
|
-0.1%
|
|
|
16
|
Camelot Portfolios
Maumee,
Ohio
|
$1.41M
|
+$71.2K
|
+3,010
|
+6%
|
|
|
17
|
Hudock Inc
Williamsport,
Pennsylvania
|
$1.36M
|
–
|
–
|
–
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.3M
|
+$141K
|
+5,962
|
+13%
|
|
|
19
|
Synovus Financial
Columbus,
Georgia
|
$1.28M
|
+$1.19M
|
+50,224
|
New
|
|
|
20
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.27M
|
+$80.4K
|
+3,400
|
+7%
|
|
|
21
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.18M
|
+$147K
|
+6,236
|
+16%
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.03M
|
–
|
–
|
–
|
|
|
23
|
Retirement Group
San Diego,
California
|
$968K
|
-$248K
|
-10,486
|
-22%
|
|
|
24
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$780K
|
+$722K
|
+30,537
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$776K
|
+$718K
|
+30,384
|
New
|
|
