|
1
|
Proficio Capital Partners
Newton,
Massachusetts
|
$28.8M
|
+$2.91M
|
+112,885
|
+11%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$21.3M
|
+$1.64M
|
+63,673
|
+8%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$16.8M
|
+$537K
|
+20,854
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$253K
|
+9,803
|
+2%
|
|
|
5
|
Systelligence LLC
Bloomington,
Minnesota
|
$14.6M
|
-$7.42M
|
-287,958
|
-33%
|
|
|
6
|
|
$10.5M
|
–
|
–
|
–
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.24M
|
+$3.08M
|
+119,449
|
+48%
|
|
|
8
|
|
$8.02M
|
+$3.81M
|
+147,797
|
+87%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$5.7M
|
+$187K
|
+7,271
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.29M
|
+$2.83M
|
+109,876
|
+182%
|
|
|
11
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.04M
|
+$918K
|
+35,634
|
+29%
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.95M
|
-$820K
|
-31,827
|
-17%
|
|
|
13
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$3.69M
|
-$51.5K
|
-2,000
|
-1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.29M
|
+$712K
|
+27,612
|
+27%
|
|
|
15
|
Richard C. Young & Co
Newport,
Rhode Island
|
$2.24M
|
-$622K
|
-24,131
|
-21%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.08M
|
+$1.13M
|
+43,904
|
+113%
|
|
|
17
|
Equitable Trust
Nashville,
Tennessee
|
$1.77M
|
+$1.3M
|
+50,375
|
+253%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.57M
|
+$1.61M
|
+62,364
|
New
|
|
|
19
|
Hudock Inc
Williamsport,
Pennsylvania
|
$1.34M
|
–
|
–
|
–
|
|
|
20
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.28M
|
+$521K
|
+20,210
|
+66%
|
|
|
21
|
Synovus Financial
Columbus,
Georgia
|
$1.24M
|
–
|
–
|
–
|
|
|
22
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.23M
|
–
|
–
|
–
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.19M
|
-$5.28K
|
-205
|
-0.4%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$1.04M
|
+$469K
|
+18,193
|
+79%
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$966K
|
+$140K
|
+5,424
|
+16%
|
|
