|
1
|
UBS Group
Zurich,
Switzerland
|
$18.4M
|
+$13.5M
|
+395,278
|
+292%
|
|
|
2
|
Citadel Advisors
Miami,
Florida
|
$6.33M
|
+$5.71M
|
+167,528
|
+1,154%
|
|
|
3
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.94M
|
+$5.83M
|
+170,970
|
New
|
|
|
4
|
|
$5.5M
|
-$1.78M
|
-52,334
|
-25%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.33M
|
+$190K
|
+5,580
|
+5%
|
|
|
6
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.66M
|
+$467K
|
+13,708
|
+40%
|
|
|
7
|
|
$941K
|
+$924K
|
+27,098
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$846K
|
+$553K
|
+16,230
|
+200%
|
|
|
9
|
Baker Avenue Asset Management
San Francisco,
California
|
$583K
|
–
|
–
|
–
|
|
|
10
|
Ritholtz Wealth Management
New York
|
$384K
|
+$377K
|
+11,050
|
New
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$245K
|
+$178K
|
+5,230
|
+289%
|
|
|
12
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$214K
|
+$210K
|
+6,160
|
New
|
|
|
13
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$210K
|
-$460K
|
-13,486
|
-69%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$158K
|
–
|
–
|
–
|
|
|
15
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$139K
|
+$64.1K
|
+1,880
|
+89%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$122K
|
+$119K
|
+3,500
|
New
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$83K
|
+$81.8K
|
+2,400
|
New
|
|
|
18
|
IFP Advisors
Tampa,
Florida
|
$79K
|
+$77.1K
|
+2,260
|
New
|
|
|
19
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$69K
|
+$40.9K
|
+1,200
|
+152%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$36K
|
+$7.5K
|
+220
|
+27%
|
|
|
21
|
Private Ocean
San Rafael,
California
|
$26K
|
+$25.2K
|
+738
|
New
|
|
|
22
|
Asset Dedication LLC
San Francisco,
California
|
$20K
|
–
|
–
|
–
|
|
|
23
|
Global Retirement Partners
San Rafael,
California
|
$13K
|
+$13.9K
|
+408
|
New
|
|
|
24
|
WhitTier Trust Company
Reno,
Nevada
|
$11K
|
+$10.9K
|
+320
|
New
|
|
|
25
|
YorkBridge Wealth Partners
New York
|
$10K
|
+$10.2K
|
+300
|
New
|
|
