|
1
|
UBS Group
Zurich,
Switzerland
|
$23.5M
|
+$1.58M
|
+33,294
|
+7%
|
|
|
2
|
|
$10.5M
|
+$1.38M
|
+28,994
|
+14%
|
|
|
3
|
Cardinal Point Wealth Management
Irvine,
California
|
$9.82M
|
-$79.2K
|
-1,664
|
-0.8%
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.85M
|
-$219K
|
-4,609
|
-2%
|
|
|
5
|
Gofen & Glossberg
Chicago,
Illinois
|
$8.32M
|
-$32.1K
|
-675
|
-0.4%
|
|
|
6
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$4.17M
|
+$99.1K
|
+2,081
|
+2%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$2.31M
|
+$358K
|
+7,520
|
+17%
|
|
|
8
|
SOL Capital Management
Rockville,
Maryland
|
$2.15M
|
+$106K
|
+2,230
|
+5%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.88M
|
+$609K
|
+12,797
|
+45%
|
|
|
10
|
Silvercrest Asset Management
New York
|
$912K
|
–
|
–
|
–
|
|
|
11
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$660K
|
-$65.9K
|
-1,385
|
-9%
|
|
|
12
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$596K
|
+$247K
|
+5,190
|
+66%
|
|
|
13
|
Raymond James & Associates
St Petersburg,
Florida
|
$586K
|
-$1.48K
|
-31
|
-0.2%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$517K
|
+$540K
|
+11,337
|
New
|
|
|
15
|
Tidal Investments
Milwaukee,
Wisconsin
|
$505K
|
-$35.8K
|
-753
|
-6%
|
|
|
16
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$504K
|
-$2.19K
|
-46
|
-0.4%
|
|
|
17
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$485K
|
+$38.7K
|
+813
|
+8%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$438K
|
-$25.5K
|
-535
|
-5%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$404K
|
+$9.8K
|
+206
|
+2%
|
|
|
20
|
Creative Planning
Overland Park,
Kansas
|
$382K
|
+$29.2K
|
+613
|
+8%
|
|
|
21
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$291K
|
-$148K
|
-3,099
|
-33%
|
|
|
22
|
Advisornet Financial
Minnetonka,
Minnesota
|
$274K
|
+$3.62K
|
+76
|
+1%
|
|
|
23
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$248K
|
+$259K
|
+5,441
|
New
|
|
|
24
|
Flow Traders U.S.
New York
|
$224K
|
+$233K
|
+4,904
|
New
|
|
|
25
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$176K
|
+$184K
|
+3,865
|
New
|
|
