|
1
|
|
$61.1M
|
+$4.64M
|
+97,240
|
+8%
|
|
|
2
|
|
$50.4M
|
-$18.3M
|
-382,829
|
-26%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$38.7M
|
-$8.66M
|
-181,499
|
-18%
|
|
|
4
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$28.3M
|
+$2.86M
|
+59,938
|
+11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$26M
|
-$5.49M
|
-115,163
|
-17%
|
|
|
6
|
Pathstone Family Office
Englewood,
New Jersey
|
$25.2M
|
-$917K
|
-19,236
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$24.3M
|
-$4.94M
|
-103,547
|
-16%
|
|
|
8
|
D.J. St. Germain
Springfield,
Massachusetts
|
$20.8M
|
–
|
–
|
–
|
|
|
9
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$17.2M
|
+$410K
|
+8,596
|
+2%
|
|
|
10
|
Tortoise Investment Management
White Plains,
New York
|
$15.9M
|
-$17.8K
|
-374
|
-0.1%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$15.3M
|
-$925K
|
-19,392
|
-5%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$10.7M
|
-$6.36M
|
-133,256
|
-36%
|
|
|
13
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$5.78M
|
+$81.3K
|
+1,704
|
+1%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$5.67M
|
-$335K
|
-7,031
|
-5%
|
|
|
15
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.02M
|
-$144K
|
-3,012
|
-4%
|
|
|
16
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.96M
|
+$256K
|
+5,367
|
+9%
|
|
|
17
|
Fermata Advisors
Sonoma,
California
|
$2.21M
|
-$118K
|
-2,468
|
-5%
|
|
|
18
|
Advisory Alpha
Holland,
Michigan
|
$2.16M
|
+$315K
|
+6,609
|
+16%
|
|
|
19
|
Franklin Resources
San Mateo,
California
|
$1.95M
|
–
|
–
|
–
|
|
|
20
|
Relative Value Partners Group
|
$1.79M
|
-$17.7K
|
-371
|
-0.9%
|
|
|
21
|
|
$1.78M
|
–
|
–
|
–
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.71M
|
+$719K
|
+15,068
|
+68%
|
|
|
23
|
Insight Wealth Partners
Plano,
Texas
|
$1.66M
|
+$209K
|
+4,382
|
+14%
|
|
|
24
|
Laidlaw Wealth Management
New York City,
New York
|
$1.64M
|
+$363K
|
+7,602
|
+27%
|
|
|
25
|
First Trust Advisors
Wheaton,
Illinois
|
$1.43M
|
-$303K
|
-6,361
|
-17%
|
|
