|
1
|
UBS Group
Zurich,
Switzerland
|
$13.5M
|
+$3.72M
|
+78,614
|
+34%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$9.71M
|
-$4.54M
|
-95,934
|
-30%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.75M
|
–
|
–
|
–
|
|
|
4
|
|
$8.12M
|
+$5.33M
|
+112,689
|
+155%
|
|
|
5
|
|
$6.54M
|
+$5.88M
|
+124,210
|
+498%
|
|
|
6
|
Wharton Business Group
Malvern,
Pennsylvania
|
$6.05M
|
-$1.08M
|
-22,860
|
-14%
|
|
|
7
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.74M
|
+$513K
|
+10,833
|
+9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$4.62M
|
+$209K
|
+4,420
|
+4%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$3.66M
|
+$2.38M
|
+50,199
|
+151%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.52M
|
+$1.4M
|
+29,557
|
+58%
|
|
|
11
|
Retirement Capital Strategies
San Jose,
California
|
$3.5M
|
-$264K
|
-5,581
|
-7%
|
|
|
12
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$2.72M
|
-$132K
|
-2,784
|
-4%
|
|
|
13
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.27M
|
+$122K
|
+2,585
|
+5%
|
|
|
14
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.21M
|
+$1.61M
|
+34,117
|
+209%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.2M
|
+$64.1K
|
+1,355
|
+3%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$2.14M
|
+$1.09M
|
+22,968
|
+89%
|
|
|
17
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.05M
|
+$2.22M
|
+46,888
|
New
|
|
|
18
|
Strategic Wealth Management
Kirkland,
Washington
|
$1.91M
|
–
|
–
|
–
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.8M
|
+$1.42M
|
+30,006
|
+271%
|
|
|
20
|
HUB Investment Partners
Austin,
Texas
|
$1.55M
|
-$14.3K
|
-302
|
-0.8%
|
|
|
21
|
Neuberger Berman Group
New York
|
$1.51M
|
+$1.63M
|
+34,501
|
New
|
|
|
22
|
Principle Wealth Partners
Madison,
Connecticut
|
$1.09M
|
-$1.36M
|
-28,696
|
-54%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
+$70.2K
|
+1,483
|
+7%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$996K
|
+$1.08M
|
+22,725
|
New
|
|
|
25
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$971K
|
-$13.3K
|
-280
|
-1%
|
|
