|
1
|
|
$38.4M
|
-$4.43M
|
-92,616
|
-10%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$37.8M
|
+$268K
|
+5,589
|
+0.7%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$32.4M
|
-$6.19M
|
-129,316
|
-16%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$23M
|
-$1.72M
|
-35,996
|
-7%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.3M
|
+$230K
|
+4,811
|
+1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$16.7M
|
-$7.91M
|
-165,164
|
-32%
|
|
|
7
|
Savant Capital
Rockford,
Illinois
|
$15.7M
|
-$456K
|
-9,514
|
-3%
|
|
|
8
|
Shore Point Advisors
Brielle,
New Jersey
|
$13.1M
|
-$39.8K
|
-831
|
-0.3%
|
|
|
9
|
Linscomb Wealth
Houston,
Texas
|
$9.88M
|
-$559K
|
-11,670
|
-5%
|
|
|
10
|
Global Retirement Partners
San Rafael,
California
|
$9.63M
|
+$3.36M
|
+70,164
|
+52%
|
|
|
11
|
Freedom Investment Management
Hartford,
Connecticut
|
$9.12M
|
+$89.8K
|
+1,875
|
+1%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.33M
|
-$254K
|
-5,312
|
-3%
|
|
|
13
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$6.64M
|
+$38.5K
|
+805
|
+0.6%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.25M
|
-$120K
|
-2,505
|
-2%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.2M
|
+$1.31M
|
+27,369
|
+26%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.96M
|
-$521K
|
-10,885
|
-8%
|
|
|
17
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$5.72M
|
+$291K
|
+6,084
|
+5%
|
|
|
18
|
9258 Wealth Management
Blue Ash,
Ohio
|
$4.07M
|
–
|
–
|
–
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$3.56M
|
-$211K
|
-4,412
|
-6%
|
|
|
20
|
Private Advisor Group
Morristown,
New Jersey
|
$3.53M
|
+$285K
|
+5,957
|
+9%
|
|
|
21
|
First Western Trust Bank
Denver,
Colorado
|
$3.29M
|
–
|
–
|
–
|
|
|
22
|
Steward Partners Investment Advisory
New York
|
$3.23M
|
-$835K
|
-17,440
|
-20%
|
|
|
23
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$3M
|
+$43.9K
|
+917
|
+1%
|
|
|
24
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$2.7M
|
+$4.6K
|
+96
|
+0.2%
|
|
|
25
|
|
$2.26M
|
+$2.3M
|
+48,013
|
New
|
|
