|
1
|
UBS Group
Zurich,
Switzerland
|
$20.9M
|
+$307K
|
+6,585
|
+1%
|
|
|
2
|
|
$17.6M
|
+$2.43M
|
+52,171
|
+15%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$13M
|
-$81.9K
|
-1,757
|
-0.6%
|
|
|
4
|
Members Advisory Group
Williamsville,
New York
|
$9.8M
|
+$7.23M
|
+155,085
|
+251%
|
|
|
5
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$9.36M
|
+$9.65M
|
+206,954
|
New
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.4M
|
+$634K
|
+13,596
|
+8%
|
|
|
7
|
Marshall Investment Management
Littleton,
Colorado
|
$5.21M
|
+$5.34M
|
+114,588
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$4.64M
|
-$539K
|
-11,558
|
-10%
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.41M
|
+$2.35M
|
+50,316
|
+200%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.9M
|
+$4.52K
|
+97
|
+0.2%
|
|
|
11
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.17M
|
+$64.4K
|
+1,382
|
+3%
|
|
|
12
|
Providence First Trust
Scottsdale,
Arizona
|
$2.11M
|
+$2.17M
|
+46,550
|
New
|
|
|
13
|
Raymond James Financial
St Petersburg,
Florida
|
$1.86M
|
+$1.92M
|
+41,232
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.74M
|
+$60.7K
|
+1,301
|
+3%
|
|
|
15
|
Indie Asset Partners
Carmel,
Indiana
|
$1.45M
|
+$2.66K
|
+57
|
+0.2%
|
|
|
16
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.4M
|
-$179K
|
-3,842
|
-11%
|
|
|
17
|
Seaview Investment Managers
Miami,
Florida
|
$1.27M
|
-$737K
|
-15,814
|
-36%
|
|
|
18
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.25M
|
-$118K
|
-2,524
|
-8%
|
|
|
19
|
Corient Private Wealth
Miami,
Florida
|
$1.12M
|
+$106K
|
+2,268
|
+10%
|
|
|
20
|
EP Wealth Advisors
Torrance,
California
|
$1.11M
|
–
|
–
|
–
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$1.01M
|
-$225K
|
-4,832
|
-18%
|
|
|
22
|
Private Advisor Group
Morristown,
New Jersey
|
$794K
|
+$46.2K
|
+990
|
+6%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$717K
|
-$287K
|
-6,154
|
-28%
|
|
|
24
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$678K
|
+$699K
|
+15,000
|
New
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$676K
|
+$178K
|
+3,821
|
+34%
|
|
