|
1
|
|
$20.4M
|
+$11.2M
|
+209,774
|
+117%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
-$1.02M
|
-19,112
|
-8%
|
|
|
3
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.01M
|
-$109K
|
-2,047
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$3.94M
|
-$1.17M
|
-22,002
|
-23%
|
|
|
5
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.65M
|
+$56.3K
|
+1,057
|
+3%
|
|
|
6
|
WealthSource Partners
San Luis Obispo,
California
|
$1.57M
|
+$479K
|
+9,000
|
+43%
|
|
|
7
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.45M
|
-$3.73K
|
-70
|
-0.3%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$1.35M
|
+$1.37M
|
+25,748
|
New
|
|
|
9
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.11M
|
+$66.5K
|
+1,250
|
+6%
|
|
|
10
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$1.06M
|
+$345K
|
+6,482
|
+47%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.03M
|
-$292K
|
-5,481
|
-22%
|
|
|
12
|
Partnervest Advisory Services
Santa Barbara,
California
|
$669K
|
+$679K
|
+12,750
|
New
|
|
|
13
|
Elkhorn Partners
Omaha,
Nebraska
|
$528K
|
–
|
–
|
–
|
|
|
14
|
Brown Advisory
Baltimore,
Maryland
|
$502K
|
+$510K
|
+9,582
|
New
|
|
|
15
|
Oppenheimer & Co
New York
|
$460K
|
+$466K
|
+8,759
|
New
|
|
|
16
|
|
$395K
|
+$401K
|
+7,537
|
New
|
|
|
17
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$351K
|
–
|
–
|
–
|
|
|
18
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$238K
|
-$111K
|
-2,080
|
-31%
|
|
|
19
|
Murphy Capital Management
Bedminster,
New Jersey
|
$236K
|
–
|
–
|
–
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$227K
|
+$233K
|
+4,379
|
New
|
|
|
21
|
PVG Asset Management
Golden,
Colorado
|
$226K
|
+$230K
|
+4,315
|
New
|
|
|
22
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$157K
|
+$53.2K
|
+1,000
|
+50%
|
|
|
23
|
RBC Europe
London,
United Kingdom
|
$56.2K
|
–
|
–
|
–
|
|
|
24
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$55K
|
–
|
–
|
–
|
|
|
25
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$50K
|
+$50.8K
|
+955
|
New
|
|
