|
1
|
Bank of America
Charlotte,
North Carolina
|
$443M
|
+$15.6M
|
+259,825
|
+4%
|
|
|
2
|
Horizon Kinetics
New York
|
$137M
|
-$12.8M
|
-213,810
|
-9%
|
|
|
3
|
|
$86.9M
|
+$17.5M
|
+291,916
|
+25%
|
|
|
4
|
Madison Investment Holdings
Madison,
Wisconsin
|
$34M
|
+$34M
|
+566,000
|
New
|
|
|
5
|
Advisornet Financial
Minnetonka,
Minnesota
|
$29.5M
|
+$4.31M
|
+71,745
|
+17%
|
|
|
6
|
Capital One National Association
New York
|
$20.3M
|
-$6.6M
|
-109,878
|
-25%
|
|
|
7
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$17.2M
|
+$17.2M
|
+286,926
|
New
|
|
|
8
|
|
$16.2M
|
+$16.2M
|
+270,487
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.8M
|
-$3.03M
|
-50,498
|
-17%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$14.2M
|
+$4.55M
|
+75,807
|
+47%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$10.7M
|
+$1.94M
|
+32,368
|
+22%
|
|
|
12
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$10.7M
|
+$2.11M
|
+35,153
|
+25%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$9.79M
|
+$2.17M
|
+36,171
|
+29%
|
|
|
14
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.74M
|
-$99.8K
|
-1,661
|
-1%
|
|
|
15
|
Quantum Capital Management (California)
San Francisco,
California
|
$9.67M
|
+$4.43M
|
+73,697
|
+84%
|
|
|
16
|
Jackson Wealth Management
Lake Mary,
Florida
|
$9.43M
|
+$770K
|
+12,822
|
+9%
|
|
|
17
|
|
$8.77M
|
+$115K
|
+1,920
|
+1%
|
|
|
18
|
Suntrust Banks
Atlanta,
Georgia
|
$8.43M
|
-$141K
|
-2,351
|
-2%
|
|
|
19
|
Wind River Trust Company
Jackson,
Wyoming
|
$8.14M
|
–
|
–
|
–
|
|
|
20
|
|
$7.86M
|
–
|
–
|
–
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$7.11M
|
-$6.27M
|
-104,413
|
-47%
|
|
|
22
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$7.05M
|
+$7.05M
|
+117,348
|
New
|
|
|
23
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$6.07M
|
+$6.07M
|
+101,086
|
New
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$6.02M
|
+$5.78M
|
+96,187
|
+2,357%
|
|
|
25
|
HighTower Advisors
Chicago,
Illinois
|
$5.76M
|
+$5.44M
|
+90,582
|
+1,705%
|
|
