|
1
|
UBS Group
Zurich,
Switzerland
|
$7.8M
|
+$4.84M
|
+206,310
|
+175%
|
|
|
2
|
Wharton Business Group
Malvern,
Pennsylvania
|
$6.49M
|
+$1.61M
|
+68,890
|
+34%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$6.4M
|
+$2.01M
|
+85,727
|
+48%
|
|
|
4
|
|
$2.7M
|
-$140K
|
-5,965
|
-5%
|
|
|
5
|
|
$2.39M
|
-$9.07M
|
-386,996
|
-80%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$1.94M
|
-$449K
|
-19,164
|
-19%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.76M
|
-$14.6K
|
-622
|
-0.8%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.58M
|
+$392K
|
+16,744
|
+34%
|
|
|
9
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.28M
|
-$7.74K
|
-330
|
-0.6%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.23M
|
+$13.2K
|
+563
|
+1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$1.18M
|
-$124K
|
-5,291
|
-10%
|
|
|
12
|
Cora Capital Advisors
Marlton,
New Jersey
|
$1.07M
|
+$68K
|
+2,899
|
+7%
|
|
|
13
|
Custom Portfolio Group
Englewood,
Colorado
|
$725K
|
+$742K
|
+31,648
|
New
|
|
|
14
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$684K
|
+$7.34K
|
+313
|
+1%
|
|
|
15
|
Prudential plc
London, England,
United Kingdom
|
$626K
|
+$82K
|
+3,500
|
+16%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$582K
|
-$81K
|
-3,455
|
-13%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$515K
|
-$417K
|
-17,783
|
-45%
|
|
|
18
|
Laidlaw Wealth Management
New York City,
New York
|
$504K
|
+$148K
|
+6,323
|
+43%
|
|
|
19
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$465K
|
+$469K
|
+20,000
|
New
|
|
|
20
|
HUB Investment Partners
Austin,
Texas
|
$418K
|
-$3.31K
|
-141
|
-0.8%
|
|
|
21
|
PFG Investments
Woodbury,
New York
|
$357K
|
+$348K
|
+14,831
|
New
|
|
|
22
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$341K
|
–
|
–
|
–
|
|
|
23
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$339K
|
+$18.9K
|
+808
|
+6%
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$327K
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$321K
|
+$313K
|
+13,334
|
New
|
|
