|
1
|
|
$40.1M
|
-$1.19M
|
-26,082
|
-3%
|
|
|
2
|
Pathstone Family Office
Englewood,
New Jersey
|
$21.2M
|
-$5.99M
|
-131,710
|
-22%
|
|
|
3
|
D.J. St. Germain
Springfield,
Massachusetts
|
$20.2M
|
-$1.75M
|
-38,553
|
-8%
|
|
|
4
|
|
$18.5M
|
+$5.86M
|
+128,974
|
+46%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
-$705K
|
-15,501
|
-4%
|
|
|
6
|
Tortoise Investment Management
White Plains,
New York
|
$15.1M
|
+$22.6K
|
+496
|
+0.1%
|
|
|
7
|
Krilogy Financial
St. Louis,
Missouri
|
$12.5M
|
+$485K
|
+10,674
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
-$511K
|
-11,239
|
-5%
|
|
|
9
|
AE Wealth Management
Topeka,
Kansas
|
$9.56M
|
+$2.76M
|
+60,689
|
+40%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$8.01M
|
-$110K
|
-2,426
|
-1%
|
|
|
11
|
Guggenheim Capital
Chicago,
Illinois
|
$6.82M
|
-$3.05M
|
-67,147
|
-31%
|
|
|
12
|
Fermata Advisors
Sonoma,
California
|
$6.76M
|
+$6.82M
|
+150,001
|
New
|
|
|
13
|
US Bancorp
Minneapolis,
Minnesota
|
$6.7M
|
+$333K
|
+7,313
|
+79%
|
|
|
14
|
Central Bank & Trust
Lexington,
Kentucky
|
$4.9M
|
+$4.91M
|
+108,061
|
+16,153%
|
|
|
15
|
Sykon Capital
Harrison,
New York
|
$3.66M
|
+$2.83M
|
+62,236
|
+327%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.41M
|
+$47.6K
|
+1,046
|
+1%
|
|
|
17
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$3.36M
|
-$1.13M
|
-24,836
|
-25%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$2.37M
|
-$970K
|
-21,334
|
-29%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.09M
|
-$2.16M
|
-47,581
|
-51%
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$2.07M
|
–
|
–
|
–
|
|
|
21
|
LGT Financial Advisors
Dallas,
Texas
|
$1.91M
|
-$614K
|
-13,506
|
-24%
|
|
|
22
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.91M
|
+$47.8K
|
+1,052
|
+3%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$1.9M
|
+$176K
|
+3,871
|
+10%
|
|
|
24
|
|
$1.75M
|
–
|
–
|
–
|
|
|
25
|
Laidlaw Wealth Management
New York City,
New York
|
$1.74M
|
-$127K
|
-2,782
|
-7%
|
|
