|
1
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
-$17.5M
|
-697,626
|
-14%
|
|
|
2
|
|
$85.6M
|
-$59.1M
|
-2,355,942
|
-41%
|
|
|
3
|
Venturi Wealth Management
Austin,
Texas
|
$62.3M
|
+$61.7M
|
+2,459,606
|
+10,835%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.2M
|
-$4.97M
|
-197,967
|
-12%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$23.3M
|
-$1.06M
|
-42,402
|
-4%
|
|
|
6
|
Bank of New York Mellon
New York
|
$22.4M
|
+$2.44M
|
+97,255
|
+12%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$17.7M
|
+$1.81M
|
+72,180
|
+11%
|
|
|
8
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$16.5M
|
+$1.83M
|
+72,999
|
+12%
|
|
|
9
|
Titan Managers
Scottsdale,
Arizona
|
$15.4M
|
+$15.4M
|
+615,556
|
New
|
|
|
10
|
AE Wealth Management
Topeka,
Kansas
|
$15.4M
|
+$7.53M
|
+300,018
|
+95%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
-$23.1M
|
-918,897
|
-61%
|
|
|
12
|
United Asset Strategies
Garden City,
New York
|
$13.7M
|
+$685K
|
+27,311
|
+5%
|
|
|
13
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$9.12M
|
-$1.08M
|
-43,141
|
-11%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.24M
|
+$953K
|
+37,955
|
+13%
|
|
|
15
|
Jackson Wealth Management
Lake Mary,
Florida
|
$7.94M
|
+$7.5M
|
+298,911
|
+1,706%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.85M
|
-$2.83M
|
-112,848
|
-33%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$5.7M
|
+$253K
|
+10,085
|
+5%
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$5.51M
|
+$335K
|
+13,366
|
+6%
|
|
|
19
|
Quest Capital Management
Dallas,
Texas
|
$5.35M
|
-$1.94M
|
-77,250
|
-27%
|
|
|
20
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$5.22M
|
+$20.6K
|
+821
|
+0.4%
|
|
|
21
|
ACG Wealth
Atlanta,
Georgia
|
$5.05M
|
-$460K
|
-18,311
|
-8%
|
|
|
22
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$4.6M
|
-$398K
|
-15,849
|
-8%
|
|
|
23
|
1900 Wealth Management
San Antonio,
Texas
|
$4.55M
|
-$7.42M
|
-295,499
|
-62%
|
|
|
24
|
|
$4.42M
|
+$174K
|
+6,915
|
+4%
|
|
|
25
|
Clearview Wealth Advisors
Salem,
Oregon
|
$4.21M
|
-$380K
|
-15,125
|
-8%
|
|
