|
1
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26M
|
+$4.21M
|
+181,969
|
+20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22.6M
|
+$19.9M
|
+862,530
|
+1,118%
|
|
|
3
|
|
$14.2M
|
+$13.7M
|
+592,878
|
New
|
|
|
4
|
Waverly Advisors
Birmingham,
Alabama
|
$7.76M
|
-$91.5K
|
-3,959
|
-1%
|
|
|
5
|
Pine Valley Investments
Marlton,
New Jersey
|
$6.62M
|
+$35K
|
+1,513
|
+0.6%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.27M
|
+$77.3K
|
+3,346
|
+1%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$5.5M
|
+$439K
|
+19,012
|
+9%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.9M
|
+$2.17M
|
+94,084
|
+86%
|
|
|
9
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2.46M
|
–
|
–
|
–
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.33M
|
+$717K
|
+31,009
|
+47%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$2M
|
+$1.35M
|
+58,378
|
+236%
|
|
|
12
|
Castle Wealth Management
West Palm Beach,
Florida
|
$1.29M
|
+$1.24M
|
+53,578
|
New
|
|
|
13
|
Kestra Private Wealth Services
Austin,
Texas
|
$833K
|
+$801K
|
+34,673
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$662K
|
+$48.5K
|
+2,097
|
+8%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$572K
|
+$58.8K
|
+2,544
|
+12%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$558K
|
+$195K
|
+8,435
|
+57%
|
|
|
17
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$442K
|
+$8.62K
|
+373
|
+2%
|
|
|
18
|
William Blair & Company
Chicago,
Illinois
|
$437K
|
+$69.3K
|
+3,000
|
+20%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$247K
|
+$24K
|
+1,039
|
+11%
|
|
|
20
|
Avantax Advisory Services
Dallas,
Texas
|
$237K
|
+$228K
|
+9,866
|
New
|
|
|
21
|
MCF Advisors
Covington,
Kentucky
|
$96.2K
|
+$92.4K
|
+4,000
|
New
|
|
|
22
|
Creative Financial Designs
Kokomo,
Indiana
|
$46.8K
|
+$208
|
+9
|
+0.5%
|
|
|
23
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$2.41M
|
-103,608
|
Closed
|
|
|
24
|
|
–
|
-$924K
|
-39,778
|
Closed
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$3.18K
|
-137
|
Closed
|
|
