|
1
|
|
$89.4M
|
+$5.56M
|
+94,234
|
+7%
|
|
|
2
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$31.8M
|
+$517K
|
+8,773
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$31.3M
|
+$1.16M
|
+19,729
|
+4%
|
|
|
4
|
Weatherly Asset Management
Del Mar,
California
|
$29.3M
|
+$440K
|
+7,460
|
+2%
|
|
|
5
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$20.9M
|
-$906K
|
-15,366
|
-4%
|
|
|
6
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$19.2M
|
-$2.81M
|
-47,592
|
-13%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$18.9M
|
+$287K
|
+4,873
|
+2%
|
|
|
8
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$17.3M
|
+$16.9M
|
+286,090
|
New
|
|
|
9
|
Prism Advisors
Studio City,
California
|
$15.7M
|
+$218K
|
+3,699
|
+1%
|
|
|
10
|
Polianta Ltd
St Helier,
Jersey
|
$13.1M
|
–
|
–
|
–
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
+$681K
|
+11,553
|
+7%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$9.94M
|
-$1.41M
|
-23,901
|
-13%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$8.57M
|
+$1.8M
|
+30,450
|
+27%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.82M
|
+$1.05M
|
+17,753
|
+16%
|
|
|
15
|
Colorado Capital Management
Boulder,
Colorado
|
$7.09M
|
-$90.3K
|
-1,532
|
-1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.89M
|
+$354K
|
+6,003
|
+7%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.81M
|
-$1.54M
|
-26,190
|
-21%
|
|
|
18
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$5.77M
|
+$121K
|
+2,045
|
+2%
|
|
|
19
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.75M
|
-$34.5K
|
-586
|
-0.6%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$5.6M
|
-$1.01M
|
-17,207
|
-16%
|
|
|
21
|
Steward Partners Investment Advisory
New York
|
$4.62M
|
+$157K
|
+2,668
|
+4%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.51M
|
+$1.36M
|
+23,120
|
+45%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.45M
|
+$21K
|
+356
|
+0.5%
|
|
|
24
|
Principal Financial Group
Des Moines,
Iowa
|
$4.11M
|
-$1.28M
|
-21,654
|
-24%
|
|
|
25
|
Addison Advisors
Middlebury,
Vermont
|
$3.82M
|
-$76.5K
|
-1,298
|
-2%
|
|
