|
1
|
|
$67.3M
|
-$984K
|
-8,239
|
-1%
|
|
|
2
|
Waverly Advisors
Birmingham,
Alabama
|
$46.8M
|
+$45.6M
|
+382,171
|
New
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$34M
|
+$4.65M
|
+38,974
|
+16%
|
|
|
4
|
Alerus Financial
Grand Forks,
North Dakota
|
$20.1M
|
+$166K
|
+1,390
|
+0.9%
|
|
|
5
|
Huntington National Bank
Columbus,
Ohio
|
$12.8M
|
–
|
–
|
–
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
+$1.12M
|
+9,359
|
+10%
|
|
|
7
|
Northern Trust
Chicago,
Illinois
|
$9.36M
|
-$316K
|
-2,644
|
-3%
|
|
|
8
|
|
$6.65M
|
-$3.49M
|
-29,217
|
-35%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$6.55M
|
-$355K
|
-2,973
|
-5%
|
|
|
10
|
Newport Wealth Strategies
Irvine,
California
|
$5.27M
|
+$4.86M
|
+40,736
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.18M
|
+$355K
|
+2,976
|
+8%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.76M
|
-$47.6K
|
-399
|
-1%
|
|
|
13
|
|
$3.69M
|
+$21K
|
+176
|
+0.6%
|
|
|
14
|
Bridgeworth
Birmingham,
Alabama
|
$3.64M
|
+$1.26M
|
+10,526
|
+55%
|
|
|
15
|
Opus Capital Group
Cincinnati,
Ohio
|
$3.27M
|
+$9.67K
|
+81
|
+0.3%
|
|
|
16
|
Comerica Bank
Dallas,
Texas
|
$2.87M
|
–
|
–
|
–
|
|
|
17
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.74M
|
-$44.3K
|
-371
|
-2%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$2.69M
|
-$53K
|
-444
|
-2%
|
|
|
19
|
Neuberger Berman Group
New York
|
$2.57M
|
–
|
–
|
–
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$2.47M
|
–
|
–
|
–
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.44M
|
-$2.87K
|
-24
|
-0.1%
|
|
|
22
|
M&T Bank
Buffalo,
New York
|
$2.25M
|
–
|
–
|
–
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.1M
|
-$75.2K
|
-630
|
-4%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$1.81M
|
+$203K
|
+1,703
|
+13%
|
|
|
25
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$1.8M
|
+$98.5K
|
+825
|
+6%
|
|
