|
1
|
UBS Group
Zurich,
Switzerland
|
$23.4M
|
-$556K
|
-35,024
|
-2%
|
|
|
2
|
Parametric Portfolio Associates
Seattle,
Washington
|
$19.5M
|
+$14.1M
|
+890,651
|
+255%
|
|
|
3
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$19.1M
|
-$523K
|
-32,980
|
-3%
|
|
|
4
|
|
$18M
|
-$52K
|
-3,280
|
-0.3%
|
|
|
5
|
Stifel Financial
St. Louis,
Missouri
|
$13.4M
|
-$634K
|
-39,961
|
-4%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$9.27M
|
-$8.08M
|
-509,044
|
-46%
|
|
|
7
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.9M
|
-$196K
|
-12,378
|
-2%
|
|
|
8
|
|
$7.61M
|
+$580K
|
+36,573
|
+8%
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$6.67M
|
+$369K
|
+23,285
|
+6%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.5M
|
+$264K
|
+16,627
|
+5%
|
|
|
11
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$4.54M
|
-$112K
|
-7,060
|
-2%
|
|
|
12
|
First Foundation Advisors
Irvine,
California
|
$4.48M
|
-$514K
|
-32,418
|
-10%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$4.37M
|
+$427K
|
+26,934
|
+11%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$3.98M
|
+$584K
|
+36,784
|
+17%
|
|
|
15
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$3.62M
|
+$335K
|
+21,130
|
+10%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.53M
|
+$397K
|
+24,997
|
+13%
|
|
|
17
|
|
$3.08M
|
+$1.48M
|
+93,534
|
+91%
|
|
|
18
|
SYM Financial Corp
Winona Lake,
Indiana
|
$2.46M
|
+$2.48M
|
+156,413
|
New
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$2.3M
|
-$603K
|
-38,018
|
-21%
|
|
|
20
|
Guggenheim Capital
Chicago,
Illinois
|
$2.25M
|
-$227K
|
-14,312
|
-9%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.19M
|
+$1.4M
|
+88,140
|
+171%
|
|
|
22
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$2.12M
|
–
|
–
|
–
|
|
|
23
|
RHS Financial
San Francisco,
California
|
$2.07M
|
-$584K
|
-36,812
|
-22%
|
|
|
24
|
The Family Firm
Bethesda,
Maryland
|
$2.01M
|
+$106K
|
+6,665
|
+5%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.69M
|
+$66.7K
|
+4,205
|
+4%
|
|
