|
1
|
|
$31.3M
|
-$3.48M
|
-64,423
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$27.4M
|
+$1.79M
|
+33,058
|
+7%
|
|
|
3
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$19.5M
|
-$2.58M
|
-47,834
|
-12%
|
|
|
4
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$14.1M
|
-$138K
|
-2,551
|
-1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$13.6M
|
-$348K
|
-6,435
|
-3%
|
|
|
6
|
Eagle Strategies
New York
|
$13.6M
|
+$12.4M
|
+230,268
|
+1,157%
|
|
|
7
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$12.6M
|
-$141K
|
-2,602
|
-1%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$12.5M
|
+$1.55M
|
+28,605
|
+14%
|
|
|
9
|
3EDGE Asset Management
Naples,
Florida
|
$10.1M
|
+$10.1M
|
+186,196
|
New
|
|
|
10
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$7.19M
|
+$76.2K
|
+1,411
|
+1%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.16M
|
-$2.28M
|
-42,191
|
-24%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.03M
|
-$324K
|
-6,000
|
-4%
|
|
|
13
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.37M
|
+$491K
|
+9,095
|
+8%
|
|
|
14
|
IHT Wealth Management
Chicago,
Illinois
|
$6.11M
|
+$481K
|
+8,911
|
+9%
|
|
|
15
|
|
$5.29M
|
+$1.8M
|
+33,234
|
+52%
|
|
|
16
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$4.81M
|
-$29.6K
|
-547
|
-0.6%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.69M
|
-$351K
|
-6,490
|
-7%
|
|
|
18
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.64M
|
–
|
–
|
–
|
|
|
19
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.61M
|
+$396K
|
+7,321
|
+9%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$4.57M
|
+$972K
|
+17,982
|
+27%
|
|
|
21
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.93M
|
-$1.05M
|
-19,350
|
-21%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$3.39M
|
-$57.8K
|
-1,069
|
-2%
|
|
|
23
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.19M
|
-$390K
|
-7,210
|
-11%
|
|
|
24
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.09M
|
+$305K
|
+5,653
|
+11%
|
|
|
25
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.63M
|
+$34.5K
|
+638
|
+1%
|
|
