|
1
|
|
$1.3B
|
+$37.9M
|
+745,754
|
+3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$14.9M
|
+$4.26M
|
+83,840
|
+39%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$6.98M
|
+$7.18M
|
+141,267
|
New
|
|
|
4
|
WealthSource Partners
San Luis Obispo,
California
|
$5.62M
|
+$5.79M
|
+113,790
|
New
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.82M
|
–
|
–
|
–
|
|
|
6
|
|
$1.11M
|
+$201K
|
+3,946
|
+21%
|
|
|
7
|
|
$909K
|
+$936K
|
+18,403
|
New
|
|
|
8
|
Flow Traders U.S.
New York
|
$798K
|
+$821K
|
+16,144
|
New
|
|
|
9
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$704K
|
+$58.3K
|
+1,146
|
+9%
|
|
|
10
|
Raymond James Trust
St. Petersburg,
Florida
|
$371K
|
+$382K
|
+7,513
|
New
|
|
|
11
|
Veritable
Wilmington,
Delaware
|
$274K
|
+$21.9K
|
+430
|
+8%
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
$203K
|
+$209K
|
+4,102
|
New
|
|
|
13
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$186K
|
+$966
|
+19
|
+0.5%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$181K
|
-$67.4K
|
-1,325
|
-27%
|
|
|
15
|
|
$152K
|
+$70.9K
|
+1,395
|
+83%
|
|
|
16
|
Capital Bank & Trust
Irvine,
California
|
$129K
|
+$78.8K
|
+1,550
|
+146%
|
|
|
17
|
SignatureFD
Atlanta,
Georgia
|
$49K
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$45K
|
+$35.6K
|
+700
|
+310%
|
|
|
19
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$42K
|
+$42.9K
|
+843
|
New
|
|
|
20
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$34K
|
+$35K
|
+689
|
New
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$32K
|
+$12.4K
|
+244
|
+60%
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$30K
|
-$48.7K
|
-958
|
-62%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$30K
|
–
|
–
|
–
|
|
|
24
|
William Blair & Company
Chicago,
Illinois
|
$26K
|
+$26.6K
|
+524
|
New
|
|
|
25
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$24K
|
+$8.03K
|
+158
|
+48%
|
|
