|
1
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$31.9M
|
+$35.2M
|
+926,375
|
New
|
|
|
2
|
|
$20M
|
-$2.37M
|
-62,279
|
-10%
|
|
|
3
|
Venturi Wealth Management
Austin,
Texas
|
$15.5M
|
+$3.38M
|
+88,975
|
+25%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$8.87M
|
-$1.08M
|
-28,419
|
-10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$7.39M
|
+$236K
|
+6,219
|
+3%
|
|
|
6
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.61M
|
-$34.7K
|
-914
|
-0.5%
|
|
|
7
|
Trek Financial
Scottsdale,
Arizona
|
$6.44M
|
+$7.09M
|
+186,677
|
New
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$5.45M
|
+$6.01M
|
+158,186
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.3M
|
-$1.25M
|
-32,854
|
-18%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.46M
|
-$77.1K
|
-2,029
|
-2%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.95M
|
-$297K
|
-7,807
|
-8%
|
|
|
12
|
Corient Private Wealth
Miami,
Florida
|
$2.46M
|
+$153K
|
+4,028
|
+6%
|
|
|
13
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$2.26M
|
+$1.23M
|
+32,409
|
+98%
|
|
|
14
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.23M
|
-$339K
|
-8,913
|
-12%
|
|
|
15
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.17M
|
+$41.8K
|
+1,101
|
+2%
|
|
|
16
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.1M
|
+$8.85K
|
+233
|
+0.4%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$1.94M
|
+$378K
|
+9,949
|
+22%
|
|
|
18
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.88M
|
-$496K
|
-13,065
|
-19%
|
|
|
19
|
Greykasell Wealth Strategies
Danville,
California
|
$1.78M
|
+$1.96M
|
+51,702
|
New
|
|
|
20
|
Flow Traders U.S.
New York
|
$1.55M
|
+$1.04M
|
+27,368
|
+157%
|
|
|
21
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$1.48M
|
+$114
|
+3
|
+0%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$1.47M
|
-$1.98K
|
-52
|
-0.1%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.38M
|
+$139K
|
+3,658
|
+10%
|
|
|
24
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$979K
|
-$55.1K
|
-1,450
|
-5%
|
|
|
25
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$849K
|
-$107K
|
-2,822
|
-10%
|
|
