|
1
|
UBS Group
Zurich,
Switzerland
|
$24.9M
|
+$1.5M
|
+94,755
|
+7%
|
|
|
2
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$20.4M
|
-$7.47M
|
-471,772
|
-27%
|
|
|
3
|
|
$18.7M
|
-$417K
|
-26,310
|
-2%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
-$652K
|
-41,178
|
-4%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$14.5M
|
+$314K
|
+19,823
|
+2%
|
|
|
6
|
Capital Investment Advisors
Atlanta,
Georgia
|
$8.4M
|
-$198K
|
-12,473
|
-2%
|
|
|
7
|
Kestra Advisory Services
Austin,
Texas
|
$7.44M
|
+$6.67M
|
+421,255
|
+1,015%
|
|
|
8
|
|
$7.3M
|
+$152K
|
+9,610
|
+2%
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$6.55M
|
+$132K
|
+8,349
|
+2%
|
|
|
10
|
Parametric Portfolio Associates
Seattle,
Washington
|
$5.7M
|
+$139K
|
+8,795
|
+3%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.45M
|
+$864K
|
+54,504
|
+19%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$5.18M
|
-$625K
|
-39,445
|
-11%
|
|
|
13
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$4.82M
|
-$45.3K
|
-2,856
|
-1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$4.1M
|
-$1.34M
|
-84,776
|
-25%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$3.53M
|
+$540K
|
+34,063
|
+19%
|
|
|
16
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$3.41M
|
+$1.74M
|
+109,935
|
+111%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.26M
|
+$304K
|
+19,191
|
+11%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$3.01M
|
-$646K
|
-40,762
|
-18%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$2.96M
|
+$1.03M
|
+64,842
|
+56%
|
|
|
20
|
RHS Financial
San Francisco,
California
|
$2.75M
|
+$469K
|
+29,602
|
+21%
|
|
|
21
|
Guggenheim Capital
Chicago,
Illinois
|
$2.57M
|
-$365K
|
-23,009
|
-13%
|
|
|
22
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$2.2M
|
+$713K
|
+45,000
|
+50%
|
|
|
23
|
The Family Firm
Bethesda,
Maryland
|
$1.95M
|
-$170K
|
-10,759
|
-8%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.79M
|
+$4.34K
|
+274
|
+0.3%
|
|
|
25
|
|
$1.75M
|
-$33.3K
|
-2,100
|
-2%
|
|
