|
1
|
Linscomb Wealth
Houston,
Texas
|
$11M
|
-$300K
|
-8,354
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$8.03M
|
+$5.98M
|
+166,442
|
+454%
|
|
|
3
|
Private Wealth Strategies
New Albany,
Ohio
|
$7.04M
|
+$585K
|
+16,280
|
+10%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$6.11M
|
+$3.35M
|
+93,315
|
+153%
|
|
|
5
|
|
$4.63M
|
+$315K
|
+8,781
|
+8%
|
|
|
6
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$3.88M
|
+$235K
|
+6,534
|
+7%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.45M
|
+$54.3K
|
+1,512
|
+3%
|
|
|
8
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.19M
|
+$226K
|
+6,295
|
+13%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.91M
|
+$172K
|
+4,794
|
+11%
|
|
|
10
|
XML Financial
Bethesda,
Maryland
|
$1.9M
|
-$6.1K
|
-170
|
-0.4%
|
|
|
11
|
LVM Capital Management
Portage,
Michigan
|
$1.69M
|
-$1.79K
|
-50
|
-0.1%
|
|
|
12
|
Mutual Advisors
Omaha,
Nebraska
|
$1.63M
|
+$163K
|
+4,535
|
+12%
|
|
|
13
|
William Blair & Company
Chicago,
Illinois
|
$1.51M
|
+$1.04M
|
+28,977
|
+318%
|
|
|
14
|
TRUADVICE
Sarasota,
Florida
|
$1.34M
|
-$202K
|
-5,612
|
-15%
|
|
|
15
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.05M
|
+$32.4K
|
+903
|
+4%
|
|
|
16
|
Creative Planning
Overland Park,
Kansas
|
$796K
|
-$53.7K
|
-1,496
|
-7%
|
|
|
17
|
Waverton Investment Management
London,
United Kingdom
|
$741K
|
+$127K
|
+3,530
|
+29%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$661K
|
-$106K
|
-2,940
|
-15%
|
|
|
19
|
IFP Advisors
Tampa,
Florida
|
$486K
|
+$78.7K
|
+2,191
|
+22%
|
|
|
20
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$469K
|
-$20.8K
|
-579
|
-5%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$419K
|
+$381K
|
+10,619
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$406K
|
-$67.2K
|
-1,871
|
-15%
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$401K
|
+$38.8K
|
+1,080
|
+12%
|
|
|
24
|
Capital Management
Glen Allen,
Virginia
|
$356K
|
–
|
–
|
–
|
|
|
25
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$354K
|
+$321K
|
+8,939
|
New
|
|
