|
1
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$21.4M
|
-$872K
|
-11,434
|
-4%
|
|
|
2
|
Ameriprise
Minneapolis,
Minnesota
|
$17.8M
|
+$1.41M
|
+18,432
|
+9%
|
|
|
3
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$17M
|
+$400K
|
+5,251
|
+2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
-$4.03M
|
-52,813
|
-20%
|
|
|
5
|
|
$13.6M
|
+$2.62M
|
+34,330
|
+24%
|
|
|
6
|
Choate Investment Advisors
Boston,
Massachusetts
|
$12.2M
|
+$3.18M
|
+41,706
|
+36%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$11M
|
+$2.9M
|
+37,997
|
+36%
|
|
|
8
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$10.2M
|
+$17.8K
|
+234
|
+0.2%
|
|
|
9
|
United Capital Financial Advisors
Irving,
Texas
|
$8.94M
|
-$40.7K
|
-534
|
-0.5%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$7.54M
|
+$175K
|
+2,289
|
+2%
|
|
|
11
|
Aviance Capital Management
Sarasota,
Florida
|
$7.48M
|
-$3.34M
|
-43,798
|
-31%
|
|
|
12
|
Creative Planning
Overland Park,
Kansas
|
$7.04M
|
-$3.38M
|
-44,378
|
-33%
|
|
|
13
|
WBI Investments
Red Bank,
New Jersey
|
$6.38M
|
+$6.31M
|
+82,732
|
New
|
|
|
14
|
Regis Management Company
Menlo Park,
California
|
$6.2M
|
+$263K
|
+3,445
|
+4%
|
|
|
15
|
Financial Enhancement Group
Anderson,
Indiana
|
$4.52M
|
+$501K
|
+6,569
|
+13%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.26M
|
+$583K
|
+7,644
|
+16%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.85M
|
+$3.81M
|
+49,935
|
New
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$3.5M
|
+$3.1M
|
+40,616
|
+847%
|
|
|
19
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2.65M
|
+$2.62M
|
+34,381
|
New
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$2.13M
|
+$2.11M
|
+27,672
|
New
|
|
|
21
|
LPL Financial
San Diego,
California
|
$1.97M
|
+$772K
|
+10,124
|
+66%
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
$1.8M
|
-$1.82M
|
-23,832
|
-51%
|
|
|
23
|
Providence First Trust
Scottsdale,
Arizona
|
$1.47M
|
+$1.46M
|
+19,088
|
New
|
|
|
24
|
|
$1.45M
|
-$160K
|
-2,105
|
-10%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.43M
|
+$903K
|
+11,851
|
+177%
|
|
