|
1
|
UBS Group
Zurich,
Switzerland
|
$15M
|
+$7.36M
|
+188,206
|
+122%
|
|
|
2
|
Gofen & Glossberg
Chicago,
Illinois
|
$8.02M
|
+$50.8K
|
+1,300
|
+0.7%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.45M
|
+$1.67M
|
+42,758
|
+41%
|
|
|
4
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2.6M
|
+$610K
|
+15,587
|
+35%
|
|
|
5
|
Silvercrest Asset Management
New York
|
$874K
|
–
|
–
|
–
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$511K
|
-$73.8K
|
-1,886
|
-14%
|
|
|
7
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$498K
|
+$446K
|
+11,395
|
New
|
|
|
8
|
LPL Financial
San Diego,
California
|
$410K
|
+$367K
|
+9,373
|
New
|
|
|
9
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$384K
|
+$343K
|
+8,772
|
New
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$375K
|
+$335K
|
+8,575
|
New
|
|
|
11
|
Advisornet Financial
Minnetonka,
Minnesota
|
$281K
|
–
|
–
|
–
|
|
|
12
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$279K
|
+$122K
|
+3,130
|
+96%
|
|
|
13
|
Tidal Investments
Milwaukee,
Wisconsin
|
$258K
|
-$2.19K
|
-56
|
-0.9%
|
|
|
14
|
SOL Capital Management
Rockville,
Maryland
|
$250K
|
+$224K
|
+5,720
|
New
|
|
|
15
|
Cetera Advisors
Denver,
Colorado
|
$249K
|
-$2.74K
|
-70
|
-1%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$217K
|
+$194K
|
+4,954
|
New
|
|
|
17
|
Steward Partners Investment Advisory
New York
|
$105K
|
+$82.7K
|
+2,115
|
+717%
|
|
|
18
|
Geneos Wealth Management
Englewood,
Colorado
|
$67K
|
+$60.6K
|
+1,550
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$60K
|
+$53.9K
|
+1,379
|
New
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$43K
|
+$8.8K
|
+225
|
+29%
|
|
|
21
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
22
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$21K
|
+$19.6K
|
+500
|
New
|
|
|
24
|
Parallel Advisors
San Francisco,
California
|
$13K
|
+$11.7K
|
+300
|
New
|
|
|
25
|
Advisory Services Network
Atlanta,
Georgia
|
$7K
|
+$5.87K
|
+150
|
New
|
|
