|
1
|
UBS Group
Zurich,
Switzerland
|
$22.1M
|
-$464K
|
-10,396
|
-2%
|
|
|
2
|
|
$12.7M
|
+$2.74M
|
+61,316
|
+27%
|
|
|
3
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$9.36M
|
+$9.59M
|
+214,772
|
New
|
|
|
4
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.69M
|
+$243K
|
+5,440
|
+3%
|
|
|
5
|
Gofen & Glossberg
Chicago,
Illinois
|
$7.95M
|
-$1.12K
|
-25
|
-0%
|
|
|
6
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$3.73M
|
-$272K
|
-6,095
|
-7%
|
|
|
7
|
SOL Capital Management
Rockville,
Maryland
|
$3.07M
|
+$1.04M
|
+23,205
|
+49%
|
|
|
8
|
Stifel Financial
St. Louis,
Missouri
|
$2.12M
|
-$101K
|
-2,256
|
-4%
|
|
|
9
|
|
$2.07M
|
+$2.13M
|
+47,600
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.92M
|
+$122K
|
+2,734
|
+7%
|
|
|
11
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.33M
|
+$1.36M
|
+30,366
|
New
|
|
|
12
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$911K
|
+$934K
|
+20,900
|
New
|
|
|
13
|
Silvercrest Asset Management
New York
|
$871K
|
–
|
–
|
–
|
|
|
14
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$796K
|
+$232K
|
+5,183
|
+40%
|
|
|
15
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$497K
|
+$15K
|
+336
|
+3%
|
|
|
16
|
Stegent Equity Advisors
Houston,
Texas
|
$489K
|
+$501K
|
+11,225
|
New
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$462K
|
-$33.1K
|
-740
|
-7%
|
|
|
18
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$366K
|
-$154K
|
-3,450
|
-25%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$363K
|
-$57.6K
|
-1,289
|
-13%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$348K
|
+$356K
|
+7,978
|
New
|
|
|
21
|
Advisornet Financial
Minnetonka,
Minnesota
|
$326K
|
+$66.3K
|
+1,484
|
+25%
|
|
|
22
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$321K
|
+$329K
|
+7,360
|
New
|
|
|
23
|
Lindbrook Capital
Calabasas,
California
|
$298K
|
+$306K
|
+6,845
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$288K
|
-$101K
|
-2,258
|
-25%
|
|
|
25
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$275K
|
-$3.57K
|
-80
|
-1%
|
|
