|
1
|
Charles Schwab
San Francisco,
California
|
$81.4M
|
+$92.4M
|
+3,792,185
|
New
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$66.4M
|
-$14.9M
|
-611,304
|
-16%
|
|
|
3
|
|
$61.5M
|
+$1.92M
|
+78,881
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$44.3M
|
+$11.5M
|
+469,930
|
+29%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$38.8M
|
+$70.2K
|
+2,882
|
+0.2%
|
|
|
6
|
|
$38.3M
|
-$7.1M
|
-291,315
|
-14%
|
|
|
7
|
|
$33.3M
|
+$28.5M
|
+1,170,993
|
+306%
|
|
|
8
|
Atwood & Palmer
Kansas City,
Missouri
|
$15.6M
|
+$62.3K
|
+2,556
|
+0.4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.87M
|
+$713K
|
+29,268
|
+7%
|
|
|
10
|
First Horizon Advisors
Memphis,
Tennessee
|
$9.5M
|
+$10.8M
|
+442,793
|
New
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.21M
|
+$824K
|
+33,798
|
+9%
|
|
|
12
|
|
$7.95M
|
-$9.73M
|
-399,126
|
-52%
|
|
|
13
|
Stephens Inc
Little Rock,
Arkansas
|
$7.49M
|
-$6.84M
|
-280,689
|
-45%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.42M
|
+$8.43M
|
+346,010
|
New
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$6.54M
|
-$627K
|
-25,734
|
-8%
|
|
|
16
|
Coastline Trust
Providence,
Rhode Island
|
$5.79M
|
-$1.57M
|
-64,430
|
-19%
|
|
|
17
|
|
$5.71M
|
-$3.68M
|
-151,081
|
-36%
|
|
|
18
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$5.43M
|
-$1.35M
|
-55,577
|
-18%
|
|
|
19
|
SlateStone Wealth
Jupiter,
Florida
|
$5.39M
|
+$307K
|
+12,579
|
+5%
|
|
|
20
|
|
$5.27M
|
-$267K
|
-10,968
|
-4%
|
|
|
21
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.21M
|
-$348K
|
-14,258
|
-6%
|
|
|
22
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$5.2M
|
-$2.31M
|
-94,970
|
-28%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$5.17M
|
+$175K
|
+7,182
|
+3%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$4.95M
|
-$900K
|
-36,937
|
-14%
|
|
|
25
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$4.9M
|
-$862K
|
-35,346
|
-13%
|
|
