|
1
|
UBS Group
Zurich,
Switzerland
|
$23.3M
|
-$1.72M
|
-37,866
|
-7%
|
|
|
2
|
Cardinal Point Wealth Management
Irvine,
California
|
$10.5M
|
+$222K
|
+4,875
|
+2%
|
|
|
3
|
|
$9.66M
|
+$9.11M
|
+200,460
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.57M
|
+$2.38M
|
+52,313
|
+36%
|
|
|
5
|
Gofen & Glossberg
Chicago,
Illinois
|
$8.83M
|
+$9.09K
|
+200
|
+0.1%
|
|
|
6
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$4.31M
|
+$224K
|
+4,924
|
+6%
|
|
|
7
|
SOL Capital Management
Rockville,
Maryland
|
$2.17M
|
+$595K
|
+13,100
|
+41%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$2.08M
|
+$1.97M
|
+43,263
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.37M
|
+$401K
|
+8,812
|
+45%
|
|
|
10
|
Silvercrest Asset Management
New York
|
$963K
|
–
|
–
|
–
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$804K
|
-$2.7M
|
-59,472
|
-78%
|
|
|
12
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$713K
|
-$172K
|
-3,785
|
-20%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$621K
|
+$33.1K
|
+729
|
+6%
|
|
|
14
|
Tidal Investments
Milwaukee,
Wisconsin
|
$570K
|
+$212K
|
+4,655
|
+65%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$535K
|
+$19.7K
|
+434
|
+4%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$489K
|
+$461K
|
+10,153
|
New
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$473K
|
-$60.9K
|
-1,341
|
-12%
|
|
|
18
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$457K
|
+$6.68K
|
+147
|
+2%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$417K
|
+$102K
|
+2,251
|
+35%
|
|
|
20
|
NewEdge Advisors
New Orleans,
Louisiana
|
$406K
|
-$61.1K
|
-1,345
|
-14%
|
|
|
21
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$380K
|
+$251K
|
+5,520
|
+231%
|
|
|
22
|
Creative Planning
Overland Park,
Kansas
|
$375K
|
+$58.7K
|
+1,292
|
+20%
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$286K
|
-$4.41K
|
-97
|
-2%
|
|
|
24
|
Cetera Advisors
Denver,
Colorado
|
$226K
|
-$45.5K
|
-1,000
|
-18%
|
|
|
25
|
Steward Partners Investment Advisory
New York
|
$158K
|
+$3.64K
|
+80
|
+2%
|
|
