|
1
|
|
$151M
|
+$8.57M
|
+89,928
|
+6%
|
|
|
2
|
Kinsight LLC
Birmingham,
Alabama
|
$73.8M
|
-$2.28M
|
-23,886
|
-3%
|
|
|
3
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$9.03M
|
+$51.2K
|
+537
|
+0.6%
|
|
|
4
|
Huntington National Bank
Columbus,
Ohio
|
$7.19M
|
+$7.16M
|
+75,080
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.68M
|
+$597K
|
+6,265
|
+12%
|
|
|
6
|
|
$4.79M
|
+$4.77M
|
+50,000
|
New
|
|
|
7
|
Gupta Wealth Management
San Diego,
California
|
$2.65M
|
+$2.64M
|
+27,650
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.39M
|
-$28K
|
-294
|
-1%
|
|
|
9
|
Bank of New York Mellon
New York
|
$1.89M
|
+$3.24K
|
+34
|
+0.2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.79M
|
+$115K
|
+1,204
|
+7%
|
|
|
11
|
1st Global Advisors
Dallas,
Texas
|
$1.51M
|
+$512K
|
+5,369
|
+52%
|
|
|
12
|
|
$1.16M
|
-$369K
|
-3,873
|
-24%
|
|
|
13
|
Brown Advisory
Baltimore,
Maryland
|
$681K
|
–
|
–
|
–
|
|
|
14
|
|
$647K
|
+$644K
|
+6,760
|
New
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$597K
|
-$175K
|
-1,831
|
-23%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$488K
|
-$92.4K
|
-969
|
-16%
|
|
|
17
|
|
$397K
|
-$402K
|
-4,220
|
-50%
|
|
|
18
|
Laidlaw Group
Bedford Hills,
New York
|
$349K
|
-$3.81K
|
-40
|
-1%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$309K
|
+$307K
|
+3,223
|
New
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$305K
|
+$71.9K
|
+754
|
+31%
|
|
|
21
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$296K
|
–
|
–
|
–
|
|
|
22
|
Regions Financial Corp
Birmingham,
Alabama
|
$233K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$228K
|
+$79.5K
|
+834
|
+54%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$193K
|
–
|
–
|
–
|
|
|
25
|
MSI Financial Services
Springfield,
Massachusetts
|
$139K
|
-$78.6K
|
-825
|
-36%
|
|
