|
1
|
Farther Finance Advisors
San Francisco,
California
|
$53.8M
|
+$14.1M
|
+441,816
|
+34%
|
|
|
2
|
Checchi Capital Advisers
Beverly Hills,
California
|
$22M
|
+$119K
|
+3,725
|
+0.5%
|
|
|
3
|
Lodestar Private Asset Management
Alamo,
California
|
$19.3M
|
+$1.91M
|
+59,534
|
+11%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$14.4M
|
+$14.8M
|
+462,961
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
+$3.71M
|
+115,833
|
+46%
|
|
|
6
|
|
$11.2M
|
+$4.97M
|
+155,301
|
+75%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$11M
|
+$1.75M
|
+54,776
|
+18%
|
|
|
8
|
|
$9.82M
|
+$10.1M
|
+315,854
|
New
|
|
|
9
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$8.27M
|
-$27.8K
|
-870
|
-0.3%
|
|
|
10
|
Leuthold Group
Minneapolis,
Minnesota
|
$7.9M
|
-$39.3K
|
-1,228
|
-0.5%
|
|
|
11
|
LAM Group
Lake Oswego,
Oregon
|
$6.71M
|
-$3.54M
|
-110,456
|
-34%
|
|
|
12
|
State Street
Boston,
Massachusetts
|
$6.69M
|
+$370K
|
+11,548
|
+6%
|
|
|
13
|
Israel Discount Bank of New York
New York
|
$5.69M
|
+$2.2M
|
+68,585
|
+60%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.64M
|
+$2M
|
+62,399
|
+52%
|
|
|
15
|
|
$4.96M
|
+$407K
|
+12,704
|
+9%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$4.75M
|
+$329K
|
+10,273
|
+7%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.47M
|
+$1.63M
|
+50,768
|
+55%
|
|
|
18
|
Hobart Private Capital
Charlotte,
North Carolina
|
$4.33M
|
-$42.1K
|
-1,316
|
-0.9%
|
|
|
19
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$4.25M
|
+$54.4K
|
+1,700
|
+1%
|
|
|
20
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.89M
|
+$9.03K
|
+282
|
+0.2%
|
|
|
21
|
Rathbones Group
Liverpool,
United Kingdom
|
$3.8M
|
+$75.2K
|
+2,349
|
+2%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.77M
|
+$941K
|
+29,400
|
+32%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.62M
|
+$1.72M
|
+53,683
|
+86%
|
|
|
24
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$3.59M
|
+$147K
|
+4,592
|
+4%
|
|
|
25
|
|
$3.54M
|
+$3.64M
|
+113,863
|
New
|
|
