|
1
|
|
$35.1M
|
-$13.8M
|
-260,107
|
-29%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.1M
|
-$1.79M
|
-33,709
|
-6%
|
|
|
3
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$26.3M
|
-$233K
|
-4,386
|
-0.9%
|
|
|
4
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$25.6M
|
+$12.2M
|
+230,650
|
+95%
|
|
|
5
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$15M
|
-$11.2M
|
-210,654
|
-43%
|
|
|
6
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$14.5M
|
-$622K
|
-11,714
|
-4%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
-$2.83M
|
-53,343
|
-17%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
+$1.52M
|
+28,564
|
+16%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$9.87M
|
+$83.2K
|
+1,567
|
+0.9%
|
|
|
10
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$7.39M
|
-$27.4K
|
-516
|
-0.4%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.14M
|
+$1.02M
|
+19,309
|
+17%
|
|
|
12
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.63M
|
-$328K
|
-6,175
|
-6%
|
|
|
13
|
GeoWealth Management
Chicago,
Illinois
|
$5.52M
|
+$5.32M
|
+100,224
|
+5,059%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.95M
|
-$483K
|
-9,093
|
-9%
|
|
|
15
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$4.75M
|
+$64.1K
|
+1,207
|
+1%
|
|
|
16
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.68M
|
-$296K
|
-5,574
|
-6%
|
|
|
17
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.85M
|
+$447K
|
+8,427
|
+13%
|
|
|
18
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.63M
|
-$51.4K
|
-968
|
-1%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$3.51M
|
-$382K
|
-7,195
|
-10%
|
|
|
20
|
|
$3.48M
|
-$1.32M
|
-24,801
|
-28%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.23M
|
-$865K
|
-16,300
|
-21%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$2.68M
|
-$3.12M
|
-58,811
|
-54%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$2.53M
|
+$31.6K
|
+595
|
+1%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.43M
|
-$246K
|
-4,634
|
-9%
|
|
|
25
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.08M
|
+$167K
|
+3,151
|
+9%
|
|
