|
1
|
|
$152M
|
+$1.09M
|
+43,284
|
+0.7%
|
|
|
2
|
Merit Financial Group
Alpharetta,
Georgia
|
$149M
|
+$21M
|
+836,973
|
+16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$134M
|
+$4.25M
|
+169,219
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$47.9M
|
+$476K
|
+18,963
|
+1%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$40.2M
|
+$1.79M
|
+71,321
|
+5%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.2M
|
-$399K
|
-15,900
|
-1%
|
|
|
7
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$28.6M
|
+$1.21M
|
+48,146
|
+4%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$20.7M
|
+$3.15M
|
+125,356
|
+18%
|
|
|
9
|
Bank of New York Mellon
New York
|
$15.4M
|
+$503K
|
+20,050
|
+3%
|
|
|
10
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$13.6M
|
+$191K
|
+7,614
|
+1%
|
|
|
11
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$13.2M
|
-$877K
|
-34,923
|
-6%
|
|
|
12
|
ACG Wealth
Atlanta,
Georgia
|
$12.8M
|
+$3M
|
+119,591
|
+31%
|
|
|
13
|
United Asset Strategies
Garden City,
New York
|
$12.6M
|
+$2.99M
|
+118,916
|
+31%
|
|
|
14
|
Quest Capital Management
Dallas,
Texas
|
$12.4M
|
-$1.75M
|
-69,593
|
-12%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.32M
|
-$1.21M
|
-48,359
|
-12%
|
|
|
16
|
Avantax Advisory Services
Dallas,
Texas
|
$9.15M
|
+$6.1M
|
+242,620
|
+200%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.01M
|
+$65.1K
|
+2,592
|
+0.7%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$6.64M
|
-$307K
|
-12,217
|
-4%
|
|
|
19
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$6.57M
|
-$139K
|
-5,519
|
-2%
|
|
|
20
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$5.8M
|
-$268K
|
-10,664
|
-4%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$5.12M
|
+$314K
|
+12,501
|
+7%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$4.87M
|
+$4.87M
|
+193,832
|
New
|
|
|
23
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.53M
|
+$4.53M
|
+180,572
|
New
|
|
|
24
|
SkyOak Wealth
Southfield,
Michigan
|
$4.39M
|
+$4.18M
|
+166,532
|
+1,978%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$4.29M
|
-$721K
|
-28,714
|
-14%
|
|
