|
1
|
Wharton Business Group
Malvern,
Pennsylvania
|
$8.67M
|
+$2.25M
|
+75,305
|
+34%
|
|
|
2
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.98M
|
+$1.23M
|
+41,358
|
+25%
|
|
|
3
|
|
$4.67M
|
-$852K
|
-28,540
|
-15%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$4.5M
|
-$945K
|
-31,682
|
-17%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$4.33M
|
-$6.06M
|
-203,149
|
-58%
|
|
|
6
|
|
$3.02M
|
+$1.41M
|
+47,247
|
+83%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.2M
|
+$98.6K
|
+3,304
|
+5%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.9M
|
-$831K
|
-27,841
|
-30%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.8M
|
+$1.85M
|
+62,142
|
New
|
|
|
10
|
Nomura Asset Management
Tokyo,
Japan
|
$1.5M
|
–
|
–
|
–
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$1.48M
|
-$198K
|
-6,626
|
-11%
|
|
|
12
|
|
$1.45M
|
+$1.14M
|
+38,354
|
+327%
|
|
|
13
|
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
|
$1.35M
|
+$1.39M
|
+46,608
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.32M
|
+$83.7K
|
+2,805
|
+7%
|
|
|
15
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.25M
|
-$85.3K
|
-2,858
|
-6%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.03M
|
-$602K
|
-20,171
|
-36%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$963K
|
-$240K
|
-8,041
|
-19%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$963K
|
+$517K
|
+17,310
|
+108%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$946K
|
+$348K
|
+11,671
|
+55%
|
|
|
20
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$867K
|
+$119K
|
+4,000
|
+15%
|
|
|
21
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$837K
|
-$1.34K
|
-45
|
-0.2%
|
|
|
22
|
HUB Investment Partners
Austin,
Texas
|
$732K
|
-$89.9K
|
-3,012
|
-11%
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$703K
|
-$2.06K
|
-69
|
-0.3%
|
|
|
24
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$556K
|
+$574K
|
+19,240
|
New
|
|
|
25
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$476K
|
–
|
–
|
–
|
|
