|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21M
|
+$7.94M
|
+339,155
|
+60%
|
|
|
2
|
Waverly Advisors
Birmingham,
Alabama
|
$7.6M
|
+$7.66M
|
+326,820
|
New
|
|
|
3
|
Pine Valley Investments
Marlton,
New Jersey
|
$6.2M
|
+$6.41M
|
+273,511
|
New
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.99M
|
+$21.4K
|
+912
|
+0.4%
|
|
|
5
|
US Bancorp
Minneapolis,
Minnesota
|
$4.88M
|
+$400K
|
+17,098
|
+9%
|
|
|
6
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.56M
|
+$1.18M
|
+50,410
|
+85%
|
|
|
7
|
Atria Investments
Charlotte,
North Carolina
|
$2.41M
|
+$2.43M
|
+103,608
|
New
|
|
|
8
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2.38M
|
+$31.4K
|
+1,340
|
+1%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$1.79M
|
+$1.81M
|
+77,159
|
New
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.53M
|
+$1.1M
|
+46,799
|
+243%
|
|
|
11
|
|
$924K
|
+$932K
|
+39,778
|
New
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$592K
|
+$240K
|
+10,226
|
+67%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$574K
|
+$56.2K
|
+2,401
|
+11%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$494K
|
+$75.5K
|
+3,223
|
+18%
|
|
|
15
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$419K
|
+$422K
|
+18,014
|
New
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$353K
|
+$355K
|
+15,174
|
New
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$344K
|
+$136K
|
+5,798
|
+64%
|
|
|
18
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$215K
|
+$25.5K
|
+1,087
|
+13%
|
|
|
19
|
Creative Financial Designs
Kokomo,
Indiana
|
$45K
|
-$383K
|
-16,368
|
-89%
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.18K
|
+$3.21K
|
+137
|
New
|
|
|
21
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
–
|
-$1.23M
|
-51,600
|
Closed
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
–
|
-$24.3K
|
-1,075
|
Closed
|
|
