|
1
|
Bank of America
Charlotte,
North Carolina
|
$121M
|
-$400M
|
-15,961,215
|
-77%
|
|
|
2
|
Merit Financial Group
Alpharetta,
Georgia
|
$120M
|
+$6.78M
|
+270,654
|
+6%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$110M
|
-$96.8M
|
-3,863,477
|
-47%
|
|
|
4
|
|
$100M
|
+$11.2M
|
+446,127
|
+13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$52.9M
|
+$5.94M
|
+237,088
|
+13%
|
|
|
6
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$38.3M
|
+$325K
|
+12,989
|
+0.9%
|
|
|
7
|
Avantax Advisory Services
Dallas,
Texas
|
$32.7M
|
+$2.57M
|
+102,695
|
+9%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.5M
|
-$6.21M
|
-247,934
|
-20%
|
|
|
9
|
CWH Capital Management
Spokane,
Washington
|
$20.4M
|
-$1.75M
|
-70,011
|
-8%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$20.3M
|
-$182K
|
-7,253
|
-0.9%
|
|
|
11
|
ACG Wealth
Atlanta,
Georgia
|
$20M
|
-$272K
|
-10,873
|
-1%
|
|
|
12
|
Wealthquest
Cincinnati,
Ohio
|
$18.6M
|
+$377K
|
+15,054
|
+2%
|
|
|
13
|
|
$17M
|
+$1.29M
|
+51,505
|
+8%
|
|
|
14
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$15.9M
|
+$15.9M
|
+636,453
|
New
|
|
|
15
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$15.4M
|
-$1.08M
|
-43,251
|
-7%
|
|
|
16
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13.1M
|
+$1.56M
|
+62,296
|
+14%
|
|
|
17
|
United Asset Strategies
Garden City,
New York
|
$12.9M
|
+$1.47M
|
+58,873
|
+13%
|
|
|
18
|
Capital Planning Advisors
Roseville,
California
|
$12.5M
|
-$728K
|
-29,066
|
-6%
|
|
|
19
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11.3M
|
-$6.13M
|
-244,581
|
-35%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$10.3M
|
+$100K
|
+3,999
|
+1%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.34M
|
+$2.06M
|
+82,111
|
+28%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.85M
|
-$439K
|
-17,542
|
-5%
|
|
|
23
|
Jackson Wealth Management
Lake Mary,
Florida
|
$8.04M
|
+$482K
|
+19,247
|
+6%
|
|
|
24
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$7.78M
|
+$2.9M
|
+115,762
|
+59%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$7.67M
|
-$821K
|
-32,785
|
-10%
|
|
