|
1
|
Bank of America
Charlotte,
North Carolina
|
$21.3M
|
+$546K
|
+15,022
|
+3%
|
|
|
2
|
Advisor Group
Phoenix,
Arizona
|
$5.45M
|
+$737K
|
+20,254
|
+15%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$4.37M
|
-$2.62M
|
-71,920
|
-37%
|
|
|
4
|
Segment Wealth Management
Houston,
Texas
|
$3.86M
|
+$376K
|
+10,330
|
+11%
|
|
|
5
|
|
$2.72M
|
-$163K
|
-4,478
|
-6%
|
|
|
6
|
Kalos Management
Alpharetta,
Georgia
|
$2.67M
|
+$2.74M
|
+75,244
|
New
|
|
|
7
|
|
$1.61M
|
-$1.05M
|
-28,922
|
-39%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$1.22M
|
-$48.2K
|
-1,324
|
-4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$931K
|
-$2M
|
-55,028
|
-68%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$834K
|
–
|
–
|
–
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$832K
|
-$124K
|
-3,398
|
-13%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$775K
|
-$17.4K
|
-478
|
-2%
|
|
|
13
|
Personal CFO Solutions
Chester,
New Jersey
|
$699K
|
+$716K
|
+19,678
|
New
|
|
|
14
|
Squar Milner Financial Services
Irvine,
California
|
$632K
|
-$61.5K
|
-1,690
|
-13%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$389K
|
-$51.1K
|
-1,406
|
-11%
|
|
|
16
|
Bellecapital
Zurich,
Switzerland
|
$361K
|
+$369K
|
+10,154
|
New
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$261K
|
-$269K
|
-7,392
|
-50%
|
|
|
18
|
First Foundation Advisors
Irvine,
California
|
$217K
|
+$222K
|
+6,110
|
New
|
|
|
19
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$87K
|
–
|
–
|
–
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$39K
|
–
|
–
|
–
|
|
|
21
|
American Portfolios Advisors
Holbrook,
New York
|
$36.3K
|
-$9.82K
|
-270
|
-21%
|
|
|
22
|
WhitTier Trust Company
Reno,
Nevada
|
$35K
|
–
|
–
|
–
|
|
|
23
|
Whittier Trust
South Pasadena,
California
|
$32K
|
–
|
–
|
–
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
$25K
|
+$25.9K
|
+712
|
New
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
