|
1
|
|
$69.6M
|
+$5.83M
|
+125,078
|
+9%
|
|
|
2
|
Pathstone Family Office
Englewood,
New Jersey
|
$27.8M
|
+$10.6M
|
+227,295
|
+61%
|
|
|
3
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$23M
|
+$1.27M
|
+27,179
|
+6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$18.8M
|
-$1.23M
|
-26,385
|
-6%
|
|
|
5
|
Tortoise Investment Management
White Plains,
New York
|
$15.4M
|
-$393K
|
-8,440
|
-2%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$14.7M
|
-$9.4M
|
-201,942
|
-39%
|
|
|
7
|
Diversified
Wilmington,
Delaware
|
$14.1M
|
+$14.3M
|
+306,023
|
New
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
-$804K
|
-17,273
|
-5%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$12.3M
|
-$1.84M
|
-39,433
|
-13%
|
|
|
10
|
Krilogy Financial
St. Louis,
Missouri
|
$11.8M
|
+$11.9M
|
+256,026
|
New
|
|
|
11
|
|
$10.1M
|
-$5.1M
|
-109,530
|
-33%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$8.06M
|
-$5.24M
|
-112,618
|
-39%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$7.89M
|
+$1.18M
|
+25,301
|
+17%
|
|
|
14
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$6.39M
|
+$1.53M
|
+32,780
|
+32%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$5.76M
|
+$1.79M
|
+38,484
|
+45%
|
|
|
16
|
Fermata Advisors
Sonoma,
California
|
$3.06M
|
-$1.12M
|
-24,052
|
-27%
|
|
|
17
|
Advisor Partners II
Walnut Creek,
California
|
$2.13M
|
+$2.15M
|
+46,210
|
New
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$2.12M
|
+$133K
|
+2,863
|
+7%
|
|
|
19
|
Insight Wealth Partners
Plano,
Texas
|
$2.07M
|
+$6.05K
|
+130
|
+0.3%
|
|
|
20
|
Laidlaw Wealth Management
New York City,
New York
|
$1.89M
|
+$304K
|
+6,529
|
+19%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.85M
|
+$48.7K
|
+1,045
|
+3%
|
|
|
22
|
|
$1.8M
|
+$195K
|
+4,189
|
+12%
|
|
|
23
|
Advisory Alpha
Holland,
Michigan
|
$1.77M
|
-$163K
|
-3,492
|
-8%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.61M
|
+$830K
|
+17,812
|
+105%
|
|
|
25
|
First Trust Advisors
Wheaton,
Illinois
|
$1.44M
|
-$50.3K
|
-1,079
|
-3%
|
|
