|
1
|
|
$42.1M
|
-$27.3M
|
-589,751
|
-39%
|
|
|
2
|
Pathstone Family Office
Englewood,
New Jersey
|
$27.6M
|
-$46.3K
|
-999
|
-0.2%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$22.4M
|
+$22.6M
|
+487,577
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$17.8M
|
-$878K
|
-18,941
|
-5%
|
|
|
5
|
Tortoise Investment Management
White Plains,
New York
|
$15.3M
|
+$55.8K
|
+1,205
|
+0.4%
|
|
|
6
|
|
$13M
|
+$2.97M
|
+64,193
|
+29%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$12.3M
|
+$527K
|
+11,370
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$11.2M
|
-$2.85M
|
-61,457
|
-20%
|
|
|
9
|
Guggenheim Capital
Chicago,
Illinois
|
$10M
|
-$2.17M
|
-46,821
|
-18%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.27M
|
-$6.38M
|
-137,571
|
-43%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$6.95M
|
-$891K
|
-19,222
|
-11%
|
|
|
12
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$4.61M
|
-$1.67M
|
-36,113
|
-26%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$4.31M
|
-$3.74M
|
-80,624
|
-46%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.41M
|
+$1.84M
|
+39,751
|
+114%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$3.39M
|
-$2.35M
|
-50,749
|
-41%
|
|
|
16
|
LGT Financial Advisors
Dallas,
Texas
|
$2.56M
|
+$2.59M
|
+55,845
|
New
|
|
|
17
|
Advisor Partners II
Walnut Creek,
California
|
$2.12M
|
–
|
–
|
–
|
|
|
18
|
Franklin Resources
San Mateo,
California
|
$2.11M
|
–
|
–
|
–
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.96M
|
+$690K
|
+14,900
|
+53%
|
|
|
20
|
Laidlaw Wealth Management
New York City,
New York
|
$1.9M
|
+$16.1K
|
+348
|
+0.8%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.89M
|
+$50.9K
|
+1,098
|
+3%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.85M
|
+$1.26M
|
+27,180
|
+207%
|
|
|
23
|
|
$1.79M
|
–
|
–
|
–
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.75M
|
+$1.54M
|
+33,214
|
+660%
|
|
|
25
|
Advisory Alpha
Holland,
Michigan
|
$1.66M
|
-$98.2K
|
-2,119
|
-6%
|
|
