|
1
|
|
$13.9M
|
+$10.1M
|
+352,345
|
+273%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.13M
|
-$2.38M
|
-83,146
|
-28%
|
|
|
3
|
SOL Capital Management
Rockville,
Maryland
|
$5.51M
|
-$284K
|
-9,936
|
-5%
|
|
|
4
|
Gofen & Glossberg
Chicago,
Illinois
|
$5.2M
|
-$35.8K
|
-1,252
|
-0.7%
|
|
|
5
|
Corient Private Wealth
Miami,
Florida
|
$5.19M
|
+$5.14M
|
+179,882
|
New
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.96M
|
-$544K
|
-19,034
|
-16%
|
|
|
7
|
|
$2.64M
|
-$48.9K
|
-1,710
|
-2%
|
|
|
8
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1.75M
|
-$136K
|
-4,756
|
-7%
|
|
|
9
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.12M
|
+$1.11M
|
+38,715
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.05M
|
-$116K
|
-4,062
|
-10%
|
|
|
11
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$996K
|
+$971K
|
+33,978
|
New
|
|
|
12
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$736K
|
-$14.3K
|
-499
|
-2%
|
|
|
13
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$610K
|
–
|
–
|
–
|
|
|
14
|
Beacon Pointe Advisors
Newport Beach,
California
|
$481K
|
+$476K
|
+16,647
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$330K
|
+$327K
|
+11,431
|
New
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$313K
|
-$29.5K
|
-1,031
|
-9%
|
|
|
17
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$294K
|
+$291K
|
+10,197
|
New
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$287K
|
-$857
|
-30
|
-0.3%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$247K
|
+$244K
|
+8,536
|
New
|
|
|
20
|
ViaWealth
Leawood,
Kansas
|
$229K
|
+$223K
|
+7,804
|
New
|
|
|
21
|
Stelac Advisory Services
New York
|
$187K
|
–
|
–
|
–
|
|
|
22
|
Lindbrook Capital
Calabasas,
California
|
$140K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$128K
|
-$60K
|
-2,098
|
-32%
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$108K
|
+$107K
|
+3,733
|
New
|
|
|
25
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$76K
|
+$13.8K
|
+483
|
+22%
|
|
