|
1
|
|
$131M
|
-$19.8M
|
-203,611
|
-13%
|
|
|
2
|
Kinsight LLC
Birmingham,
Alabama
|
$69.3M
|
-$4.25M
|
-43,653
|
-6%
|
|
|
3
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$9.03M
|
–
|
–
|
–
|
|
|
4
|
Huntington National Bank
Columbus,
Ohio
|
$7.16M
|
-$7.31M
|
-75,080
|
Closed
|
|
|
5
|
Northern Trust
Chicago,
Illinois
|
$6.42M
|
+$6.55M
|
+67,299
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$5.56M
|
-$149K
|
-1,530
|
-3%
|
|
|
7
|
|
$4.77M
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$2.71M
|
+$334K
|
+3,434
|
+14%
|
|
|
9
|
Gupta Wealth Management
San Diego,
California
|
$2.64M
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.92M
|
+$140K
|
+1,435
|
+8%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$1.89M
|
+$1.43M
|
+14,717
|
+289%
|
|
|
12
|
Bank of New York Mellon
New York
|
$1.88M
|
-$3.41K
|
-35
|
-0.2%
|
|
|
13
|
|
$1.69M
|
+$545K
|
+5,597
|
+46%
|
|
|
14
|
1st Global Advisors
Dallas,
Texas
|
$1.5M
|
–
|
–
|
–
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$869K
|
+$280K
|
+2,880
|
+46%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$792K
|
+$494K
|
+5,079
|
+158%
|
|
|
17
|
Cetera Advisors
Denver,
Colorado
|
$738K
|
+$750K
|
+7,700
|
New
|
|
|
18
|
Brown Advisory
Baltimore,
Maryland
|
$675K
|
-$4.09K
|
-42
|
-0.6%
|
|
|
19
|
Laidlaw Group
Bedford Hills,
New York
|
$340K
|
-$7.79K
|
-80
|
-2%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$305K
|
+$1.36K
|
+14
|
+0.4%
|
|
|
21
|
Syntal Capital Partners
Midland,
Texas
|
$303K
|
+$310K
|
+3,181
|
New
|
|
|
22
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$294K
|
–
|
–
|
–
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$243K
|
+$16.6K
|
+171
|
+7%
|
|
|
24
|
Aspiriant LLC
Los Angeles,
California
|
$238K
|
+$243K
|
+2,498
|
New
|
|
|
25
|
Regions Financial Corp
Birmingham,
Alabama
|
$232K
|
–
|
–
|
–
|
|
