|
1
|
|
$59.9M
|
-$1.52M
|
-67,986
|
-2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$35.2M
|
-$2.49M
|
-111,528
|
-6%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$26M
|
-$792K
|
-35,469
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$21.5M
|
-$2.39M
|
-107,148
|
-9%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$17.9M
|
-$101K
|
-4,533
|
-0.5%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17M
|
+$1.53M
|
+68,619
|
+9%
|
|
|
7
|
Palladium Partners
Norfolk,
Virginia
|
$15.4M
|
-$1.45M
|
-65,196
|
-8%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$11.5M
|
-$4.35M
|
-194,952
|
-27%
|
|
|
9
|
|
$11.2M
|
+$4.11M
|
+184,236
|
+53%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$9.27M
|
+$126K
|
+5,652
|
+1%
|
|
|
11
|
Parsec Financial Management
Asheville,
North Carolina
|
$9.14M
|
+$886K
|
+39,684
|
+10%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.07M
|
+$1.35M
|
+60,363
|
+16%
|
|
|
13
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$8.78M
|
+$112K
|
+5,031
|
+1%
|
|
|
14
|
SVA Wealth Management
Madison,
Wisconsin
|
$8.64M
|
+$467K
|
+20,943
|
+5%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.61M
|
+$7.13M
|
+319,332
|
+745%
|
|
|
16
|
Opus Capital Group
Cincinnati,
Ohio
|
$7.32M
|
+$2.38M
|
+106,473
|
+44%
|
|
|
17
|
Cranberry Lake Advisors
Houston,
Texas
|
$7.09M
|
+$301K
|
+13,500
|
+4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.75M
|
-$638K
|
-28,590
|
-8%
|
|
|
19
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.45M
|
+$2.53M
|
+113,286
|
+59%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$6.39M
|
+$1.41M
|
+62,967
|
+26%
|
|
|
21
|
Gupta Wealth Management
San Diego,
California
|
$6.33M
|
-$402K
|
-18,021
|
-6%
|
|
|
22
|
Starfire Investment Advisers
Southfield,
Michigan
|
$5.76M
|
-$41.8K
|
-1,875
|
-0.7%
|
|
|
23
|
Vicus Capital
State College,
Pennsylvania
|
$5.53M
|
+$221K
|
+9,906
|
+4%
|
|
|
24
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$5.04M
|
-$27.1K
|
-1,215
|
-0.5%
|
|
|
25
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$4.85M
|
+$299K
|
+13,383
|
+6%
|
|
