|
1
|
Farther Finance Advisors
San Francisco,
California
|
$41.3M
|
+$8.71M
|
+272,654
|
+27%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$22.7M
|
+$230K
|
+7,195
|
+1%
|
|
|
3
|
Lodestar Private Asset Management
Alamo,
California
|
$18.1M
|
+$1.76M
|
+54,930
|
+11%
|
|
|
4
|
Lifestyle Asset Management
Friendswood,
Texas
|
$15.6M
|
+$879K
|
+27,499
|
+6%
|
|
|
5
|
LAM Group
Lake Oswego,
Oregon
|
$10.5M
|
+$1.45M
|
+45,501
|
+16%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$9.62M
|
-$1.83M
|
-57,425
|
-16%
|
|
|
7
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$8.57M
|
+$478K
|
+14,968
|
+6%
|
|
|
8
|
Leuthold Group
Minneapolis,
Minnesota
|
$8.2M
|
-$50.3K
|
-1,575
|
-0.6%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$8.09M
|
+$443K
|
+13,857
|
+6%
|
|
|
10
|
|
$6.62M
|
-$2.09M
|
-65,426
|
-24%
|
|
|
11
|
State Street
Boston,
Massachusetts
|
$6.54M
|
+$434K
|
+13,586
|
+7%
|
|
|
12
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.76M
|
-$2.12M
|
-66,372
|
-27%
|
|
|
13
|
|
$4.72M
|
+$1.13M
|
+35,217
|
+32%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$4.58M
|
-$78K
|
-2,440
|
-2%
|
|
|
15
|
Hobart Private Capital
Charlotte,
North Carolina
|
$4.52M
|
-$2.01K
|
-63
|
-0%
|
|
|
16
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$4.34M
|
+$4.32M
|
+135,201
|
New
|
|
|
17
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$4.03M
|
+$20.3K
|
+635
|
+0.5%
|
|
|
18
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.85M
|
-$53K
|
-1,660
|
-1%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.83M
|
-$919K
|
-28,773
|
-19%
|
|
|
20
|
Israel Discount Bank of New York
New York
|
$3.67M
|
+$1.6M
|
+49,993
|
+78%
|
|
|
21
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$3.59M
|
+$3.57M
|
+111,690
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.98M
|
+$109K
|
+3,414
|
+4%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$2.95M
|
+$1.96M
|
+61,412
|
+202%
|
|
|
24
|
Prospera Financial Services
Dallas,
Texas
|
$2.73M
|
-$202K
|
-6,311
|
-7%
|
|
|
25
|
Nilsine Partners
Greenwood Village,
Colorado
|
$2.69M
|
+$202K
|
+6,325
|
+8%
|
|
