|
1
|
Bank of America
Charlotte,
North Carolina
|
$44.9M
|
-$11.5M
|
-234,033
|
-20%
|
|
|
2
|
|
$21.3M
|
+$17M
|
+345,456
|
+400%
|
|
|
3
|
Congress Wealth Management
Boston,
Massachusetts
|
$8.92M
|
+$8.93M
|
+180,957
|
New
|
|
|
4
|
UBP Investment Advisors
Geneva,
Switzerland
|
$6.08M
|
+$2.19M
|
+44,345
|
+56%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$5.87M
|
-$9.29M
|
-188,382
|
-61%
|
|
|
6
|
|
$2.9M
|
-$26.2K
|
-532
|
-0.9%
|
|
|
7
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$2.57M
|
+$2.57M
|
+52,148
|
New
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.36M
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.68M
|
+$5.08K
|
+103
|
+0.3%
|
|
|
10
|
Mercer Global Advisors
Denver,
Colorado
|
$1.59M
|
+$22.4K
|
+455
|
+1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.01M
|
-$120K
|
-2,426
|
-11%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$996K
|
+$997K
|
+20,205
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$932K
|
+$281K
|
+5,688
|
+43%
|
|
|
14
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$871K
|
+$872K
|
+17,675
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$764K
|
+$129K
|
+2,610
|
+20%
|
|
|
16
|
Clear Creek Financial Management
Silverdale,
Washington
|
$755K
|
-$5.08K
|
-103
|
-0.7%
|
|
|
17
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$681K
|
+$681K
|
+13,814
|
New
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$632K
|
+$633K
|
+12,823
|
New
|
|
|
19
|
Advisors Asset Management
Monument,
Colorado
|
$510K
|
+$28.5K
|
+577
|
+6%
|
|
|
20
|
PFG Advisors
Phoenix,
Arizona
|
$505K
|
+$181K
|
+3,671
|
+56%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$482K
|
-$653K
|
-13,244
|
-58%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$362K
|
-$61.3K
|
-1,243
|
-14%
|
|
|
23
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$358K
|
–
|
–
|
–
|
|
|
24
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$314K
|
+$123K
|
+2,500
|
+64%
|
|
|
25
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$235K
|
+$24.7K
|
+500
|
+12%
|
|
