|
1
|
|
$34M
|
+$1.48M
|
+95,178
|
+5%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$24.2M
|
+$2.86M
|
+183,613
|
+14%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$19M
|
-$30.6K
|
-1,964
|
-0.2%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.5M
|
-$370K
|
-23,728
|
-3%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$6.86M
|
-$276K
|
-17,709
|
-4%
|
|
|
6
|
Herr Investment Group
Austin,
Texas
|
$6.04M
|
-$3.48M
|
-223,305
|
-37%
|
|
|
7
|
IEQ Capital
Foster City,
California
|
$4.78M
|
–
|
–
|
–
|
|
|
8
|
|
$4.28M
|
–
|
–
|
–
|
|
|
9
|
Independent Financial Group
San Diego,
California
|
$4.21M
|
-$69K
|
-4,427
|
-2%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$3.52M
|
+$91.4K
|
+5,862
|
+3%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.04M
|
+$748K
|
+47,970
|
+33%
|
|
|
12
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$2.73M
|
-$276K
|
-17,707
|
-9%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.19M
|
-$374K
|
-23,994
|
-15%
|
|
|
14
|
Creekside Partners
Petaluma,
California
|
$1.78M
|
+$1.76M
|
+112,596
|
New
|
|
|
15
|
Rockefeller Capital Management
New York
|
$1.71M
|
-$750K
|
-48,086
|
-31%
|
|
|
16
|
Stifel Financial
St. Louis,
Missouri
|
$1.61M
|
-$323K
|
-20,737
|
-17%
|
|
|
17
|
Wedbush Securities
Los Angeles,
California
|
$1.51M
|
+$376K
|
+24,116
|
+34%
|
|
|
18
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$1.18M
|
+$97.7K
|
+6,270
|
+9%
|
|
|
19
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.06M
|
-$157K
|
-10,089
|
-13%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$970K
|
+$33.7K
|
+2,164
|
+4%
|
|
|
21
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$782K
|
+$59.9K
|
+3,841
|
+8%
|
|
|
22
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$712K
|
-$419K
|
-26,861
|
-37%
|
|
|
23
|
Atria Wealth Solutions
New York
|
$710K
|
+$13.5K
|
+866
|
+2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$597K
|
-$795
|
-51
|
-0.1%
|
|
|
25
|
Pathway Financial Advisers
Auburn,
Indiana
|
$572K
|
+$4.29K
|
+275
|
+0.8%
|
|
