|
1
|
|
$26.3M
|
-$987K
|
-32,048
|
-4%
|
|
|
2
|
Daido Life Insurance Company
Osaka,
Japan
|
$13.7M
|
+$9.17M
|
+297,756
|
+200%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$3.6M
|
-$137K
|
-4,458
|
-4%
|
|
|
4
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.94M
|
–
|
–
|
–
|
|
|
5
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.85M
|
+$455K
|
+14,776
|
+19%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$2.49M
|
-$356K
|
-11,550
|
-12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$2.02M
|
+$96.5K
|
+3,136
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$1.95M
|
+$1.54K
|
+50
|
+0.1%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$1.7M
|
+$1.7M
|
+55,354
|
New
|
|
|
10
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.69M
|
+$249K
|
+8,074
|
+17%
|
|
|
11
|
Ameriprise
Minneapolis,
Minnesota
|
$1.34M
|
-$253K
|
-8,217
|
-16%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.09M
|
+$44.5K
|
+1,447
|
+4%
|
|
|
13
|
|
$1.08M
|
-$345K
|
-11,202
|
-24%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.03M
|
+$265K
|
+8,608
|
+34%
|
|
|
15
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$962K
|
+$4.43K
|
+144
|
+0.5%
|
|
|
16
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$898K
|
-$1.54K
|
-50
|
-0.2%
|
|
|
17
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$890K
|
+$893K
|
+29,000
|
New
|
|
|
18
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$763K
|
+$28.1K
|
+914
|
+4%
|
|
|
19
|
GM Advisory Group
Melville,
New York
|
$626K
|
–
|
–
|
–
|
|
|
20
|
Unison Advisors
Washington,
District of Columbia
|
$626K
|
+$2.86K
|
+93
|
+0.5%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$612K
|
-$7.73K
|
-251
|
-1%
|
|
|
22
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$541K
|
+$14.6K
|
+474
|
+3%
|
|
|
23
|
RFG Advisory
Birmingham,
Alabama
|
$527K
|
+$529K
|
+17,175
|
New
|
|
|
24
|
Global Retirement Partners
San Rafael,
California
|
$446K
|
+$448K
|
+14,550
|
New
|
|
|
25
|
Creative Planning
Overland Park,
Kansas
|
$384K
|
–
|
–
|
–
|
|
