|
1
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
+$7.02M
|
+209,104
|
+70%
|
|
|
2
|
Destiny Wealth Partners
Tavares,
Florida
|
$8.27M
|
+$8.67M
|
+258,202
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$4.99M
|
+$810K
|
+24,134
|
+18%
|
|
|
4
|
|
$4.72M
|
+$42.1K
|
+1,255
|
+0.9%
|
|
|
5
|
|
$3.63M
|
+$3.81M
|
+113,437
|
New
|
|
|
6
|
Clear Investment Research
Alpharetta,
Georgia
|
$2.6M
|
-$316K
|
-9,414
|
-10%
|
|
|
7
|
Private Wealth Strategies
New Albany,
Ohio
|
$2.24M
|
+$2.37M
|
+70,506
|
New
|
|
|
8
|
Foresight Wealth Management
Draper,
Utah
|
$2.18M
|
-$36.5K
|
-1,086
|
-2%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$1.57M
|
+$1.65M
|
+49,187
|
New
|
|
|
10
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.01M
|
-$28.2K
|
-840
|
-3%
|
|
|
11
|
JD Financial Services
Carlisle,
Pennsylvania
|
$765K
|
+$802K
|
+23,893
|
New
|
|
|
12
|
IndexIQ Advisors
New York
|
$737K
|
-$25.5K
|
-760
|
-3%
|
|
|
13
|
Paracle Advisors
Mercer Island,
Washington
|
$722K
|
+$33.6K
|
+1,000
|
+5%
|
|
|
14
|
Columbus Macro
New Castle,
Pennsylvania
|
$718K
|
-$634K
|
-18,882
|
-46%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$630K
|
+$282K
|
+8,405
|
+74%
|
|
|
16
|
Private Advisor Group
Morristown,
New Jersey
|
$617K
|
+$647K
|
+19,255
|
New
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$500K
|
-$2.05K
|
-61
|
-0.4%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$478K
|
+$31.4K
|
+935
|
+7%
|
|
|
19
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$428K
|
-$112K
|
-3,330
|
-20%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$355K
|
-$117K
|
-3,480
|
-24%
|
|
|
21
|
Whittier Trust
South Pasadena,
California
|
$304K
|
-$2.35K
|
-70
|
-0.7%
|
|
|
22
|
Davenport & Co
Richmond,
Virginia
|
$300K
|
-$23.5K
|
-700
|
-7%
|
|
|
23
|
Valmark Advisers
Akron,
Ohio
|
$292K
|
+$17.8K
|
+530
|
+6%
|
|
|
24
|
|
$262K
|
-$116K
|
-3,469
|
-30%
|
|
|
25
|
|
$253K
|
-$54.8K
|
-1,632
|
-17%
|
|
