|
1
|
|
$62.5M
|
-$25.8M
|
-350,213
|
-29%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$21.2M
|
-$9.47M
|
-128,500
|
-30%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$20.8M
|
-$6.96M
|
-94,497
|
-24%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$12M
|
-$12.4M
|
-168,131
|
-50%
|
|
|
5
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$3.16M
|
+$520K
|
+7,060
|
+19%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.38M
|
+$2.46M
|
+33,403
|
New
|
|
|
7
|
LPL Financial
San Diego,
California
|
$2.36M
|
+$504K
|
+6,837
|
+26%
|
|
|
8
|
HMS Capital Management
Nashville,
Tennessee
|
$2.34M
|
-$4.44M
|
-60,189
|
-65%
|
|
|
9
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2.33M
|
+$2.42M
|
+32,768
|
New
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.27M
|
+$2.08M
|
+28,255
|
+766%
|
|
|
11
|
Occidental Asset Management
Burlingame,
California
|
$2.1M
|
-$3.96M
|
-53,750
|
-65%
|
|
|
12
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$1.76M
|
+$750K
|
+10,180
|
+70%
|
|
|
13
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.67M
|
-$75.5K
|
-1,024
|
-4%
|
|
|
14
|
Advisor Group
Phoenix,
Arizona
|
$1.57M
|
+$338K
|
+4,581
|
+26%
|
|
|
15
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.51M
|
+$1.56M
|
+21,222
|
New
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$1.44M
|
+$889K
|
+12,060
|
+148%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.26M
|
+$373K
|
+5,067
|
+40%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$1.21M
|
-$196K
|
-2,656
|
-14%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.19M
|
+$1.23M
|
+16,700
|
New
|
|
|
20
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.18M
|
-$33.9K
|
-460
|
-3%
|
|
|
21
|
Estate Counselors
Thiensville,
Wisconsin
|
$1.14M
|
–
|
–
|
–
|
|
|
22
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.13M
|
+$1.17M
|
+15,927
|
New
|
|
|
23
|
Next Financial Group
Houston,
Texas
|
$1.09M
|
+$1.13M
|
+15,347
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.08M
|
+$96.6K
|
+1,311
|
+9%
|
|
|
25
|
WealthSource Partners
San Luis Obispo,
California
|
$1.05M
|
-$5.78M
|
-78,402
|
-84%
|
|
