|
1
|
UBS Group
Zurich,
Switzerland
|
$42.5M
|
-$6.14M
|
-120,044
|
-13%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$22.1M
|
+$4.39M
|
+85,891
|
+27%
|
|
|
3
|
|
$19M
|
+$3.55M
|
+69,441
|
+25%
|
|
|
4
|
Journey Strategic Wealth
Summit,
New Jersey
|
$16.4M
|
+$1.12M
|
+21,899
|
+8%
|
|
|
5
|
Berkshire Money Management
Dalton,
Massachusetts
|
$13.2M
|
+$4.05M
|
+79,172
|
+48%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$8.72M
|
+$458K
|
+8,953
|
+6%
|
|
|
7
|
Members Advisory Group
Williamsville,
New York
|
$6.48M
|
-$1.41M
|
-27,624
|
-19%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.41M
|
+$187K
|
+3,655
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$6.19M
|
+$987K
|
+19,305
|
+20%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.21M
|
+$1.57M
|
+30,792
|
+65%
|
|
|
11
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.97M
|
+$817K
|
+15,984
|
+28%
|
|
|
12
|
Providence First Trust
Scottsdale,
Arizona
|
$2.51M
|
–
|
–
|
–
|
|
|
13
|
Two Sigma Investments
New York
|
$2.32M
|
+$2.2M
|
+43,000
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.24M
|
+$23.9K
|
+468
|
+1%
|
|
|
15
|
Raymond James Financial
St Petersburg,
Florida
|
$2.1M
|
+$114K
|
+2,239
|
+6%
|
|
|
16
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.9M
|
+$16.9K
|
+331
|
+1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.68M
|
+$778K
|
+15,227
|
+96%
|
|
|
18
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.53M
|
+$138K
|
+2,693
|
+11%
|
|
|
19
|
Orser Capital Management
Southlake,
Texas
|
$1.51M
|
-$92.8K
|
-1,815
|
-6%
|
|
|
20
|
Indie Asset Partners
Carmel,
Indiana
|
$1.5M
|
-$45.5K
|
-890
|
-3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.47M
|
+$24.5K
|
+479
|
+2%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$1.43M
|
-$102K
|
-1,992
|
-7%
|
|
|
23
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.31M
|
-$90.2K
|
-1,764
|
-7%
|
|
|
24
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$1.22M
|
+$246K
|
+4,809
|
+27%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.22M
|
+$580K
|
+11,350
|
+109%
|
|
