|
1
|
UBS Group
Zurich,
Switzerland
|
$16.7M
|
+$204K
|
+6,799
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
+$249K
|
+8,306
|
+2%
|
|
|
3
|
Wharton Business Group
Malvern,
Pennsylvania
|
$9.06M
|
-$45.4K
|
-1,515
|
-0.6%
|
|
|
4
|
|
$3.88M
|
+$3.45M
|
+114,932
|
New
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$3.75M
|
-$98.3K
|
-3,278
|
-3%
|
|
|
6
|
Portland Global Advisors
Portland,
Maine
|
$3.55M
|
+$35.1K
|
+1,169
|
+1%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$3.22M
|
+$2.11M
|
+70,492
|
+284%
|
|
|
8
|
Trek Financial
Scottsdale,
Arizona
|
$3.07M
|
+$2.73M
|
+90,940
|
New
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.99M
|
+$1.1M
|
+36,690
|
+71%
|
|
|
10
|
|
$2.75M
|
-$386K
|
-12,874
|
-14%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$2.55M
|
-$34.4K
|
-1,148
|
-1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.41M
|
-$31.2K
|
-1,039
|
-1%
|
|
|
13
|
Lido Advisors
Los Angeles,
California
|
$1.28M
|
+$147K
|
+4,908
|
+15%
|
|
|
14
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.26M
|
+$334K
|
+11,151
|
+43%
|
|
|
15
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.11M
|
-$102K
|
-3,402
|
-9%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$933K
|
-$510
|
-17
|
-0.1%
|
|
|
17
|
Jones Financial Companies
Des Peres,
Missouri
|
$813K
|
+$119K
|
+3,956
|
+19%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$782K
|
-$12.5K
|
-416
|
-2%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$777K
|
+$360
|
+12
|
+0.1%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$725K
|
+$648K
|
+21,622
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$724K
|
+$644K
|
+21,463
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$679K
|
+$232K
|
+7,738
|
+62%
|
|
|
23
|
|
$629K
|
+$344K
|
+11,464
|
+160%
|
|
|
24
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$597K
|
-$106K
|
-3,528
|
-17%
|
|
|
25
|
Prudential plc
London, England,
United Kingdom
|
$567K
|
+$21K
|
+700
|
+4%
|
|
