|
1
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
-$1.03M
|
-114,313
|
-1%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$37.3M
|
+$1.64M
|
+181,477
|
+5%
|
|
|
3
|
D.A. Davidson & Co
Great Falls,
Montana
|
$34.7M
|
+$1.61M
|
+177,652
|
+5%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$19.6M
|
-$1.62M
|
-179,233
|
-8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$9.94M
|
+$56.3K
|
+6,228
|
+0.6%
|
|
|
6
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.42M
|
-$833K
|
-92,226
|
-12%
|
|
|
7
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.39M
|
+$6.37M
|
+704,530
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$5.36M
|
-$3.68M
|
-407,395
|
-41%
|
|
|
9
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$4.97M
|
-$171K
|
-18,896
|
-3%
|
|
|
10
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.89M
|
-$89K
|
-9,850
|
-2%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.7M
|
-$79.5K
|
-8,796
|
-2%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$3.68M
|
-$130K
|
-14,377
|
-3%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.63M
|
-$1.76M
|
-195,235
|
-33%
|
|
|
14
|
Northern Trust
Chicago,
Illinois
|
$3.33M
|
–
|
–
|
–
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.38M
|
+$107K
|
+11,842
|
+5%
|
|
|
16
|
Lee Financial
Dallas,
Texas
|
$2.29M
|
-$1.25M
|
-137,873
|
-35%
|
|
|
17
|
Ignite Planners
San Clemente,
California
|
$1.87M
|
-$111K
|
-12,311
|
-6%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.63M
|
-$177K
|
-19,627
|
-10%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.62M
|
+$1.76K
|
+195
|
+0.1%
|
|
|
20
|
SCS Capital Management
Boston,
Massachusetts
|
$1.46M
|
-$10.6K
|
-1,169
|
-0.7%
|
|
|
21
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.42M
|
+$33.8K
|
+3,742
|
+2%
|
|
|
22
|
Oppenheimer & Co
New York
|
$1.34M
|
+$39.6K
|
+4,387
|
+3%
|
|
|
23
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.32M
|
+$608K
|
+67,308
|
+86%
|
|
|
24
|
Steward Partners Investment Advisory
New York
|
$1.32M
|
+$49.4K
|
+5,467
|
+4%
|
|
|
25
|
Independent Financial Group
San Diego,
California
|
$1.32M
|
-$8.09K
|
-895
|
-0.6%
|
|
